TAP ROOT CAPITAL MANAGEMENT LP
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $297.3M |
| Discretionary | $297.3M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $99.1M |
| Employees | 8 |
| Peak AUM | $297.3MMar 2026 |
| AUM CAGR | 0.0% /yrover 1 yrs · 4 filings |
AUM by Client Type
Total AUM
$297M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $297M | — | — | — | — |
| Discretionary AUM | $297M | — | — | ||
Key Metrics
| Total AUM | $297.3M |
| Discretionary | $297.3M |
| Employees | 8 |
| Client Accounts | 3 |
Contact & Location
Address
60 RIVER ROAD
SUMMIT NJ 07901
Phone
(908) 292-0050
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$297M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer Custody
Related Entities (Item 7)
Broker-DealerLaw Firm