# Tabor Asset Management, LP

> Tabor Asset Management, LP is an SEC-registered investment advisory firm in New York, NY, registered since 2019, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 304666
- Filed as: TABOR ASSET MANAGEMENT, LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New York, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/304666
- AdvisorCensus page: https://advisorcensus.com/firm/tabor-asset-management-lp-new-york-ny-304666

## Quick answers

**How is Tabor Asset Management, LP compensated?**
On its Form ADV (Item 5.E, October 2026), Tabor Asset Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

**Where is Tabor Asset Management, LP located?**
Tabor Asset Management, LP's principal office is in New York, NY, according to its Form ADV.

**Is Tabor Asset Management, LP registered with the SEC or a state?**
Tabor Asset Management, LP is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 304666.

**How much does Tabor Asset Management, LP manage?**
Tabor Asset Management, LP reports $577,194,716 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Tabor Asset Management, LP's assets and staff changed since 2021?**
In the Form ADV data for Tabor Asset Management, LP: Regulatory assets under management: $168,335,246 in the October 2021 data and $577,194,716 in the October 2026 data, up 243%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tabor Asset Management, LP serve?**
By number of clients on Form ADV Item 5.D: corporations or other businesses not listed above (5); pooled investment vehicles (other than investment companies and business development companies) (3).

**Which custodians does Tabor Asset Management, LP use?**
Tabor Asset Management, LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists BofA Securities, Inc., Jefferies LLC and UBS Securities LLC as custodians holding 10% or more of its separately managed account assets.

**Does Tabor Asset Management, LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/304666

**What changed in Tabor Asset Management, LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $303,179,476 to $577,194,716 (+90%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- BofA Securities, Inc.
- Jefferies LLC
- UBS Securities LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $577,194,716
- Discretionary: $577,194,716
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 3 | $119,551,478 |
| Corporations or other businesses not listed above | 5 | $457,643,238 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- taborasset.com
- LinkedIn @tabor-asset-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $168,335,246 | 6 | March 25, 2021 |
| October 2022 | $265,685,178 | 6 | March 14, 2022 |
| October 2023 | $248,652,268 | 7 | February 23, 2023 |
| October 2024 | $303,412,079 | 7 | August 21, 2024 |
| October 2025 | $303,179,476 | 6 | March 28, 2025 |
| October 2026 | $577,194,716 | 6 | March 24, 2026 |

Regulatory assets under management: $168,335,246 in the October 2021 data and $577,194,716 in the October 2026 data, up 243%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $303,179,476 to $577,194,716 (+90%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tabor Asset Management, LP (CRD 304666): Form ADV filing data as of October 2026.