Taconic Advisors
Taconic Advisors is an SEC-registered wealth manager in Saugerties, NY with $246.3M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Taconic Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123961, SEC 801-125808, data through 2026-03-02.
- AUM (assets under management / regulatory AUM)
- $246.3M (2026-03-02)
- Firm type
- Wealth Manager
- Location
- Saugerties, NY
- Employees
- 6
- Clients
- 133
- CRD
- 123961
- Ownership
- BRIGGS, MEREDITH, WILSON; KELLY, JOHN, ALEXANDER; SIMON, CHARLES, MELVILLE
How much AUM does Taconic Advisors have?
Taconic Advisors reported $246.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-02).
Who owns Taconic Advisors?
Disclosed owners and executives of Taconic Advisors include BRIGGS, MEREDITH, WILSON, KELLY, JOHN, ALEXANDER, SIMON, CHARLES, MELVILLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.