Tabor Asset Management, Lp
- Regulatory AUM
- $577M
- Discretionary
- $577M
- Clients
- 8
- Avg AUM / client
- $72.1M
- Accounts
- 8
- Employees
- 6
AUM over time
Annual snapshots from Form ADV filings · as of Mar 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 3 | $120M | 20.7% |
| Corporations and other businesses | 5 | $458M | 79.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Dec 2024 · $141M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Tabor Opportunities Master Fund, Lp master | Hedge Fund | Cayman Islands | $141M | 9 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jacoby, Jonathan | Partner / Cio | Jul 2018 (8y) | 75% or more | |
| Jain, Ankur | Partner/President/Coo | Nov 2019 (7y) | Less than 5% | |
| Askenazi, Tal | Cco / Cfo | Aug 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tabor Gp, Llc | General Partner | Jul 2018 | A | Less than 5% |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
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 (1, $141M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Tabor Opportunities Master Fund, Lp | Hedge Fund | $141M | $1.0M | 9 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/24/2026 | 1.22 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
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Bofa Securities, Inc. $217M (38% of AUM) Mar 2026
- Jefferies Llc $121M (21% of AUM) Mar 2026
- UBS $84.5M (15% of AUM) Mar 2026
- J.P. Morgan $68.4M (23% of AUM) Dec 2024
- Morgan Stanley $64.1M (21% of AUM) Mar 2025
- Bank Of America, National Association $31.4M (10% of AUM) Dec 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.
View current Form ADV (SEC/IAPD) ↗