Tax Equity Advisors, LLC (Washington)

Name: Tax Equity Advisors, LLC
Address: 600 14 Th Street Nw, Washington, DC, 20005
Telephone: 202-969-8880

Tax Equity Advisors, LLC is a large advisory firm based in Washington. It manages $400 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of District of Columbia.

Tax Equity Advisors provides portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tax Equity Advisors: assets under management

The assets under management (AUM) of Tax Equity Advisors, LLC is $400 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $400 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $400 million each.

Investments

The firm invests in other assets the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Tax Equity Advisors, LLC 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.

What kind of clients Tax Equity Advisors serves?

The only and largest group of clients of Tax Equity Advisors is corporations or other businesses with 1 clients and $400 million of assets under management. Among the 5 most similar advisory firms, Tax Equity Advisors has the highest percentage of corporations or other businesses out of all clients.

The amount of regulatory assets under management is $400 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Tax Equity Advisors doesn't advise any private funds.

Careers at Tax Equity Advisors, LLC

The company employs 5 people that are either part- or full-time employees. 80 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Clearpath Foundation	Member	1 Feb 2015	Other	46-3891359
Jonathan Moses Silver	Managing director, member and manager	1 Mar 2015	75% - 100%	2779436
Morgan Woodside Wright	Managing director	1 Mar 2015	Other	2592447
Peter Edward O'rourke	Managing director	1 Mar 2015	Other	6722650
Joni Marie Hallauer	Chief compliance officer	1 Oct 2016	Other	6722681
Charles James Daly	Chief compliance officer	1 Jan 2018	Other	5259860

Based in Washington

The principal office where Tax Equity Advisors, LLC performs its advisory services is located at 600 14 Th Street Nw, Washington, DC 20005, 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 202-969-8880. The normal business hours are 8am - 6pm on Monday - Friday. You can find more information about the New York firm at taxequityadvisors.com.