SourcingSourcing

TAP CAPITAL LLC

C38
CRD 339267·SEC 801-135322·NEW YORK, NY
AUM
$0
<$25M
Est. Revenue
$0
@ 1% on AUM
Est. EBITDA
$0
@ 30% margin
Est. Deal Value
$0
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TAP CAPITAL LLC
CRD
339267
SEC file #
801-135322
EIN
—
DBA names
—

Economics

AUM
$0
AUM band
<$25M
AUM trajectory
—
Client mix
—

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
—
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companies
Fee basis
% of AUM

Filings

Latest ADV filing
01/13/2026
ADV-W filed at
—
Website
usetap.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TAP TECHNOLOGIES INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TAP TECHNOLOGIES INC.
LEATHERS, JEFFREY, ARTHUR
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
USETAP.COM
Rdap Domain Creation Date
2018-06-08T22:49:50Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
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 (13)

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
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-06-08T22:49:50Z
Rdap Domain Last Changed
2024-12-02T21:43:28Z
Rdap Nameservers
Ns-1268.awsdns-30.orgNs-1832.awsdns-37.co.ukNs-449.awsdns-56.comNs-668.awsdns-19.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
LEATHERS, JEFFREY, ARTHUR
Executive Officer · 2.5%
8183734
LONG, JUSTIN, TYLER
Executive Officer · 2.5%
7703113