Tabor Asset Management, LP (New York)

Name: Tabor Asset Management, LP
Address: 1185 Avenue Of The Americas, New York, NY, 10036
Telephone: 646.921.7591

Tabor Asset Management, LP is an adviser based in New York. It manages $19.79 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2019.

Tabor Asset Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tabor Asset Management: assets under management

The assets under management (AUM) of Tabor Asset Management, LP is $19.79 million, all of which is managed in discretionary accounts. $19.79 million of the total AUM is attributable to clients outside of the United States.

The firm manages $19.79 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $9.9 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tabor Asset Management, LP for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Tabor Asset Management serves?

The only and largest group of clients of Tabor Asset Management is business development companies with 2 clients and $19.79 million of assets under management. Among the 2 most similar advisory firms, Tabor Asset Management has the highest percentage of business development companies out of all clients.

The amount of regulatory assets under management is $19.79 million for 2 clients. None of the firm’s clients are foreign persons or businesses.

Tabor Asset Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $1,000,000 for each fund.

Careers at Tabor Asset Management, LP

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Jonathan Jacoby	Partner / cio	1 Jul 2018	75% - 100%	3074388
Christopher Keith Chapple	Cco	1 Jul 2018	Other	4433664
Jeffrey Alan Constantino	Partner	1 Jul 2018	Other	4298754
Llc Tabor Gp	General partner	1 Jul 2018	Other	83-1439295

Based in New York

The principal office where Tabor Asset Management, LP performs its advisory services is located at 1185 Avenue Of The Americas, New York, NY 10036, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 646.921.7591. The normal business hours are 9-6 on Monday - Friday. You can find more information about the New York firm at taborasset.com/ and its LinkedIn profile.