Tape Advisers, L.L.C. is a large advisory firm based in Boston. It manages $180.06 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001.
Tape Advisers, L.L.C provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tape Advisers, L.L.C. is $180.06 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 14% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tape Advisers, L.L.C. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Kristine Dailey has been acting as President since 1 Aug 2001. Robert Gary Segel joined the executive team most recently as the Member And President.
The principal office where Tape Advisers, L.L.C. performs its advisory services is located at 100 Federal Street, Boston, MA 02110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 617-897-9200 or by fax 617-897-9201. The normal business hours are 9 a.m. - 5 p.m. on Monday - Friday.