Taconic Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Saugerties, NY. Its latest Form ADV filing, dated March 2, 2026, reports $246M in regulatory assets under management, 6 employees, 3 offices, and 598 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Fixed fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentHNWI represent 80.5% of total clients.
Top client categories% of clientsClients
1
HNWI
80.5%
107
2
Individuals
19.5%
26
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of March 2, 2026
Discretionary100.0%
$246M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$246M
Total Accounts598
10Y AUM Change+$82M (+50.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee22:1
10Y Employee Change+2 (+50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.