AdvisorCensus / Financial advisors / Massachusetts / Boston / TAC Partners, Inc.
TAC Partners, Inc. is an SEC-registered investment advisory firm in Boston, MA, registered since 2012, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 29, 2026.
Quick answers
From the filingHow is TAC Partners, Inc. compensated?
On its Form ADV (Item 5.E, October 2026), TAC Partners, Inc. reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
What does TAC Partners, Inc.'s brochure say about its fees?
Its Form ADV Part 2A brochure dated April 29, 2026 states: Asset-based fee: 1.25% to 2% a year (a range, as the brochure states it). Fees can differ by service and may be negotiable; the brochure is the complete statement.
Where is TAC Partners, Inc. located?
TAC Partners, Inc.'s principal office is in Boston, MA, according to its Form ADV.
Is TAC Partners, Inc. registered with the SEC or a state?
TAC Partners, Inc. is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 158249.
How much does TAC Partners, Inc. manage?
TAC Partners, Inc. reports $983,376,786 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).
How have TAC Partners, Inc.'s assets and staff changed since 2021?
In the Form ADV data for TAC Partners, Inc.: Regulatory assets under management: $894,251,055 in the October 2021 data and $983,376,786 in the October 2026 data, up 10%. Total employees: 17 in October 2021 and 18 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does TAC Partners, Inc. serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does TAC Partners, Inc. 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/158249
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAsset-based fee: 1.25% to 2% a year (a range, as the brochure states it)
The brochure's wording
In general, the management fees range from 1.25% to 2.0% of the total capital committed to the Fund by investors.
As stated in the firm's Form ADV Part 2A brochure dated April 29, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$983,376,786 as of October 2026, filing dated April 29, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Also doing business as
- M/C PARTNERS
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (14 years)
- Employees
- Total: 18. Performing investment advisory functions: 13.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $983,376,786 | 18 | April 29, 2026 |
| October 2025 | $1,076,078,899 | 18 | April 30, 2025 |
| October 2024 | $1,082,602,375 | 16 | April 30, 2024 |
| October 2023 | $897,811,806 | 16 | April 28, 2023 |
| October 2022 | $820,661,864 | 16 | May 2, 2022 |
| October 2021 | $894,251,055 | 17 | May 4, 2021 |
Regulatory assets under management: $894,251,055 in the October 2021 data and $983,376,786 in the October 2026 data, up 10%.
Total employees: 17 in October 2021 and 18 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. TAC Partners, Inc. (CRD 158249): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/tac-partners-inc-boston-ma-158249