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Chief Executive Officer · TAG Associates LLC

David E. Basner

CRD 2584369 · Named on Form ADV at 3 SEC-registered advisers

At a glance

TAG Associates LLC, an SEC-registered wealth manager based in New York, NY with $7.1 billion in regulatory assets, lists David E. Basner on its Form ADV as Chief Executive Officer, a control person. The SEC filings also name David at 2 other registered advisers.

Firms and roles

  • TAG Associates LLCChief Executive OfficerWealth manager · New York, NY · $7.1B in regulatory assets
  • GF Capital Asset Advisors, LLCPartner, GF Capital Asset Advisors, LLC GF Capital Asset Management, LLC and GF Capital Private Equity Management, LLCPrivate fund adviser · New York, NY · $288M in regulatory assets
  • TAG Associates Florida LLCChief Executive OfficerWealth manager · New York, NY · $35M in regulatory assets

AtlasMembers

David’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at each firm
3 firmsLocked
Control-person status
3 firmsLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Gary L. FuhrmanChairman of TAG Associates & TAG Holdings, TAG Associates LLC
  • Jorge L GonzalezChief Compliance Officer, TAG Associates LLC
  • Erik J. BakerPartner, GF Capital Asset Advisors, LLC GF Capital Asset Management, LLC and GF Capital Private Equity Management, LLC, GF Capital Asset Advisors, LLC
  • L. N. ShapiroPartner, GF Capital Asset Advisors, LLC GF Capital Asset Management, LLC & GF Capital Private Equity Mgmt, LLC, GF Capital Asset Advisors, LLC
  • Victoria ChauChief Compliance Officer, Chief Financial Officer, GF Capital Asset Advisors, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For David’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.