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CRD#: 146999
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

TANGENT CAPITAL PARTNERS, LLC is located at 14 Wyndham Road, Short Hills, NJ 07078 and was first established at Woodbridge, Delaware in 11/07/2007. After operating for 18 years, TANGENT CAPITAL PARTNERS, LLC has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of TANGENT CAPITAL PARTNERS, LLC’s clients are individuals and 0% of their clients are high net worth individuals. TANGENT CAPITAL PARTNERS, LLC has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at TANGENT CAPITAL PARTNERS, LLC are registered to handle securities or provide financial advice. The firm has 2 disclosures, 2 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access TANGENT CAPITAL PARTNERS, LLC‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at TANGENT CAPITAL PARTNERS, LLC. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for TANGENT CAPITAL PARTNERS, LLC Comes From

Understanding the Statistics for TANGENT CAPITAL PARTNERS, LLC and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
Regulatory Event
2

FIRM INFORMATION

Main Address
14 Wyndham Road, Short Hills, NJ 07078
Mailing Address
30 Chatham Road P.o.box 708, Short Hills, NJ 07078
Firm Size
Small
Phone Number
(215) 816-2800
Established
Delaware since 11/07/2007
Firm Type
Limited Liability Company
Fiscal year end
March
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS

Customer Relationship Summary (CRS / FINRA)

DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
TANGENT CAPITAL HOLDINGS, LLCSOLE OWNER
FELDMAN, RICHARD MARKFINANCIAL AND OPERATIONS PRINCIPAL2273453
HART, ADRIENNE YOSTCHIEF COMPLIANCE OFFICER1510179

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Advisor's working at TANGENT CAPITAL PARTNERS, LLC

AH

Adrienne Yost Hart

Adrienne Elizabeth Hart, Adrienne Elizabeth Yost
RR
CRD#: 1510179
Location:
New York, NY 10010
Company:
ROCKDALE SECURITIES, LLC
Disclosures:
Experience:
37 years
View Profile
RF

Richard Mark Feldman

Rich Feldman
RR
CRD#: 2273453
Location:
Boston, MA 02110
Company:
EXEMPLAR CAPITAL, LLC
Disclosures:
Experience:
33 years
View Profile
GK

Gary Kaufman

RR
CRD#: 1574701
Location:
Short Hills, NJ
Company:
TANGENT CAPITAL PARTNERS, LLC
Disclosures:
Experience:
34 years
View Profile
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