Tac Partners, Inc.
- Regulatory AUM
- $983M
- Discretionary
- $983M
- Clients
- 6
- Avg AUM / client
- $164M
- Accounts
- 6
- Employees
- 18
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 29, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $983M | 100.0% |
Private funds (6)
Reported in Form ADV Section 7.B.(1), filing of Apr 2024 · $1.1B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| M/C Partners Viii, Lp | Private Equity Fund | Delaware | $432M | 36 |
| M/C Partners Ix, L.P. | Private Equity Fund | Delaware | $399M | 41 |
| M/C Partners Vii, L.P. | Private Equity Fund | Delaware | $223M | 25 |
| M/C Investors 2022, Llc | Private Equity Fund | Delaware | $14.3M | 33 |
| M/C Investors 2018 Llc | Private Equity Fund | Delaware | $12.0M | 28 |
| M/C Investors 2014 Llc | Private Equity Fund | Massachusetts | $2.2M | 13 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Keefe, Edward, Joseph | Chief Compliance Officer / Chief Financial Officer | Oct 2004 (22y) | Less than 5% | |
| Cashman, Gillis, Shanahan | Executive Officer | Jan 2008 (19y) | 50% – 75% | |
| Clark, Brian, Michael | Chief Administrative Officer, Executive Officer | Jan 2008 (19y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (6, $1.1B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| M/C Partners Viii, Lp | Private Equity Fund | $432M | $1.0M | 36 |
| M/C Partners Ix, L.P. | Private Equity Fund | $399M | $1.0M | 41 |
| M/C Partners Vii, L.P. | Private Equity Fund | $223M | $1.0M | 25 |
| M/C Investors 2022, Llc | Private Equity Fund | $14.3M | $50.0K | 33 |
| M/C Investors 2018 Llc | Private Equity Fund | $12.0M | $50.0K | 28 |
| M/C Investors 2014 Llc | Private Equity Fund | $2.2M | $50.0K | 13 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/29/2026 | 2.54 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 29, 2026.
View current Form ADV (SEC/IAPD) ↗