{ "crd_number": 316585, "slug": "tacora-capital-management-lp-316585", "primary_business_name": "TACORA CAPITAL MANAGEMENT, LP", "legal_name": "TACORA CAPITAL MANAGEMENT, LP", "dbas": [], "city": null, "state": null, "country": null, "cbsa_code": null, "metro": null, "registration_type": "sec", "registration_status": "Approved", "registration_date": "2021-10-01", "years_registered": 5, "period": "2026-10-01", "filing_date": "2026-03-31", "carried_forward": false, "raum_total": 1620758384.0, "raum_discretionary": 1620758384.0, "raum_non_discretionary": 0.0, "raum_band": "1b_5b", "raum_band_label": "$1 billion to $5 billion", "total_employees": 10, "advisory_employees": 10, "client_count_bucket": null, "clients_by_type": { "pooled_investment_vehicles": { "raum": 1620758384.0, "count": 5 } }, "compensation_types": [ "percentage_of_aum", "performance_based" ], "advisory_activities": [ "portfolio_management_pooled_vehicles" ], "wrap_fee_participant": false, "disclosure_yes_count": 0, "states_registered": [ "TX" ], "websites": [ "https://linkedin.com/company/tacora-capital", "https://tacoracap.com" ], "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316585", "city_as_filed": null, "url": "https://advisorcensus.com/firm/tacora-capital-management-lp-316585", "display_name": "Tacora Capital Management, LP", "summary": "Tacora Capital Management, LP is an SEC-registered investment advisory firm, registered since 2021, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.", "citation": "AdvisorCensus. Tacora Capital Management, LP (CRD 316585): Form ADV filing data as of October 2026.", "registration_type_label": "SEC-registered investment adviser", "compensation_labels": [ "A percentage of assets under your management", "Performance-based fees" ], "advisory_activity_labels": [ "Portfolio management for pooled investment vehicles (other than investment companies)" ], "quick_answers": [ { "q": "How is Tacora Capital Management, LP compensated?", "a": "On its Form ADV (Item 5.E, October 2026), Tacora Capital Management, LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure." }, { "q": "Is Tacora Capital Management, LP registered with the SEC or a state?", "a": "Tacora Capital Management, LP is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 316585." }, { "q": "How much does Tacora Capital Management, LP manage?", "a": "Tacora Capital Management, LP reports $1,620,758,384 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary)." }, { "q": "How have Tacora Capital Management, LP's assets and staff changed since 2021?", "a": "In the Form ADV data for Tacora Capital Management, LP: Regulatory assets under management: $250,000,000 in the October 2022 data and $1,620,758,384 in the October 2026 data, up 548%. Total employees: 2 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going." }, { "q": "What types of clients does Tacora Capital Management, LP serve?", "a": "By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (5)." }, { "q": "Does Tacora Capital Management, LP report any disciplinary disclosures?", "a": "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/316585" }, { "q": "What changed in Tacora Capital Management, LP's recent Form ADV filings?", "a": "In the April 2026 filing data: Employees performing advisory functions went from 7 to 10. Regulatory assets under management went from $960,132,364 to $1,620,758,384 (+69%)." } ], "filing_history": [ { "period": "2021-10-01", "regulatory_assets_under_management": null, "total_employees": 2, "filing_date": "2021-09-16" }, { "period": "2022-10-01", "regulatory_assets_under_management": 250000000.0, "total_employees": 2, "filing_date": "2022-01-28" }, { "period": "2023-10-01", "regulatory_assets_under_management": 341230053.0, "total_employees": 3, "filing_date": "2023-07-28" }, { "period": "2024-10-01", "regulatory_assets_under_management": 343301154.0, "total_employees": 6, "filing_date": "2024-04-29" }, { "period": "2025-10-01", "regulatory_assets_under_management": 960132364.0, "total_employees": 7, "filing_date": "2025-05-09" }, { "period": "2026-10-01", "regulatory_assets_under_management": 1620758384.0, "total_employees": 10, "filing_date": "2026-03-31" } ], "recent_changes": [ { "period": "2026-04-01", "period_label": "April 2026", "notes": [ "Employees performing advisory functions went from 7 to 10.", "Regulatory assets under management went from $960,132,364 to $1,620,758,384 (+69%)." ] } ], "fees_from_brochure": null, "custodians": [], "custodians_note": null, "markdown_url": "https://advisorcensus.com/firm/tacora-capital-management-lp-316585.md", "clients": [ { "type": "pooled_investment_vehicles", "label": "Pooled investment vehicles (other than investment companies and business development companies)", "count": 5, "fewer_than_5": false, "raum": 1620758384.0 } ], "disclosure_line": "Reports no disclosure items on Form ADV Item 11.", "disclosure_items": [], "indexable": true, "suppressed": false, "claimed": false, "enhanced": false, "provided_by_the_firm": null, "source": { "name": "Form ADV", "as_of": "2026-10-01", "iapd_url": "https://adviserinfo.sec.gov/firm/summary/316585", "operator": "BH Monitor Services, LLC", "license": "https://creativecommons.org/licenses/by/4.0/", "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data" } }