# 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.

- CRD: 158249
- Filed as: TAC PARTNERS, INC.
- Also doing business as: M/C PARTNERS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Boston, MA
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/158249
- AdvisorCensus page: https://advisorcensus.com/firm/tac-partners-inc-boston-ma-158249

## Quick answers

**How 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

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

### Fees and minimums (Form ADV Part 2A brochure dated April 29, 2026)

- Asset-based fee: 1.25% to 2% a year (a range, as the brochure states it)

> 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 brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $983,376,786
- Discretionary: $983,376,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 6 | $983,376,786 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 18 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcpartners.com
- LinkedIn @M-C-PARTNERS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $894,251,055 | 17 | May 4, 2021 |
| October 2022 | $820,661,864 | 16 | May 2, 2022 |
| October 2023 | $897,811,806 | 16 | April 28, 2023 |
| October 2024 | $1,082,602,375 | 16 | April 30, 2024 |
| October 2025 | $1,076,078,899 | 18 | April 30, 2025 |
| October 2026 | $983,376,786 | 18 | April 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TAC Partners, Inc. (CRD 158249): Form ADV filing data as of October 2026.