T
Tam Capital Management Inc
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$110,513,873
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
14
100% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
14
LowAverage account size
$7,893,848
About
TAM Capital Management provides discretionary investment supervisory and portfolio management services focused on equities, ETFs, options and other derivative instruments. It advises qualified clients that include high‑net‑worth individuals as well as corporate and institutional entities such as banks, investment companies, pension and profit‑sharing plans.
The firm pursues an aggressive, trading‑oriented approach that employs leverage, margin, short sales and options strategies alongside fundamental, technical and cyclical analysis. Notably, TAM uses derivatives and borrowing within separately managed accounts and requests broad discretionary authority to execute its strategies.
TAM’s practice is distinctive for combining a concentrated client roster and material assets under management with both traditional AUM accounts and performance‑based fee arrangements, a mix that can create differing incentives across accounts. The firm requires clients to meet its qualified‑client standards and routes custody through a designated broker‑dealer, which shapes execution, reporting, and the firm’s operational procedures.
Client services
Portfolio management
Expertise
Options & derivatives strategies
Active portfolio management
Fee options
All Assets Under Management+: 2.00% annually + 25% performance fee on net profits
25% of net profits, payable quarterly or annually in arrears
Main office location
Tam Capital Management Inc
Stamford CT, United States
Number of offices
1
Most active in
Tam Capital Management Inc has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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