SourcingSourcing

TAC PARTNERS, INC.

C29
CRD 158249·SEC 801-74345·BOSTON, MA
AUM
$983.4M
$500M-$1B
Est. Revenue
$9.8M
@ 1% on AUM
Est. EBITDA
$3.0M
@ 30% margin
Est. Deal Value
$23.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAC PARTNERS, INC.
CRD
158249
SEC file #
801-74345
EIN
—
DBA names
—

Economics

AUM
$983.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$611.0M → $983.4M▲ +61%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
18
Advisory staff (per ADV)
13
Advisory staff (5-yr trend)
'20'26
10 advisors → 13 advisors▲ +30%
Primary office
BOSTON MA
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/29/2026
ADV-W filed at
—
Website
mcpartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
CASHMAN, GILLIS, SHANAHAN
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
CASHMAN, GILLIS, SHANAHAN
CLARK, BRIAN, MICHAEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
MCPARTNERS.COM
Rdap Domain Creation Date
1995-04-29T04:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Bny Mellon2
State Street1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2033-04-30T04:00:00Z
Rdap Domain Last Changed
2024-09-17T17:43:35Z
Rdap Nameservers
Connect1.squarespacedns.comConnect2.squarespacedns.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2773640
Trust Company Affiliate
No

People (3)

3
CASHMAN, GILLIS, SHANAHAN
Direct Owner · 62.5%
2773640
CLARK, BRIAN, MICHAEL
Direct Owner · 62.5%
4016648
KEEFE, EDWARD, JOSEPH
Executive Officer · 2.5%
5934446