# TAM Capital Management Inc

> TAM Capital Management Inc is an SEC-registered investment advisory firm, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 155271
- Filed as: TAM CAPITAL MANAGEMENT INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155271
- AdvisorCensus page: https://advisorcensus.com/firm/tam-capital-management-inc-155271

## Quick answers

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

**How much does TAM Capital Management Inc charge?**
Its Form ADV Part 2A brochure dated April 7, 2026 states: Asset-based fee: 2% of assets a year. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is TAM Capital Management Inc registered with the SEC or a state?**
TAM Capital Management Inc is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 155271.

**How much does TAM Capital Management Inc manage?**
TAM Capital Management Inc reports $111,712,704 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**How have TAM Capital Management Inc's assets and staff changed since 2022?**
In the Form ADV data for TAM Capital Management Inc: Regulatory assets under management: $107,434,000 in the October 2022 data and $111,712,704 in the October 2026 data, up 4%. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does TAM Capital Management Inc serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (14); corporations or other businesses not listed above (9).

**Which custodians does TAM Capital Management Inc use?**
TAM Capital Management Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers Corp. as a custodian holding 10% or more of its separately managed account assets.

**Does TAM Capital Management 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/155271

**Does TAM Capital Management Inc state an account minimum?**
Its Form ADV Part 2A brochure dated April 7, 2026 says: "There is no account minimum."

**What changed in TAM Capital Management Inc's recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $129,286,325 to $111,712,704 (-14%).

## 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 7, 2026)

- Asset-based fee: 2% of assets a year

> All Assets Under Management 2.00% + performance fee These fees are negotiable and the final fee schedule is attached as Exhibit II of the Investment Advisory Contract.

- Account minimum: None

> There is no account minimum.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers Corp.

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: $111,712,704
- Discretionary: $111,712,704
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $406,332 |
| High net worth individuals | 14 | $92,174,147 |
| Corporations or other businesses not listed above | 9 | $19,132,225 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- X @CAPITALOBSERVER

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $107,434,000 | 1 | April 6, 2022 |
| October 2023 | $122,821,603 | 1 | March 21, 2023 |
| October 2024 | $132,117,238 | 1 | March 20, 2024 |
| October 2025 | $129,286,325 | 1 | March 19, 2025 |
| October 2026 | $111,712,704 | 1 | April 7, 2026 |

Regulatory assets under management: $107,434,000 in the October 2022 data and $111,712,704 in the October 2026 data, up 4%.
Total employees: 1 in October 2022 and 1 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $129,286,325 to $111,712,704 (-14%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. TAM Capital Management Inc (CRD 155271): Form ADV filing data as of October 2026.