Tape Advisers, L.L.C. (Boston)

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.

Tape Advisers, L.L.C: assets under management

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 firm manages $180.06 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $180.06 million each.

Fees & Commissions

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.

Careers at Tape Advisers, L.L.C.

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert Gary Segel	Managing director	1 Aug 2001	75% - 100%	418037
Kristine Dailey	Director	1 Aug 2001	Other	2383675
Dorr Buckley Begnal	Director	1 Aug 2001	Other	4360753
Laura J Vennard	Chief financial officer	1 Aug 2001	Other	2060466
Robert Gary Segel	Member and president	1 Dec 2001	75% - 100%	418037
Kristine Dailey	Executive vice president	1 Dec 2001	Other	2383675
Dorr Buckley Begnal	Executive vice president	1 Dec 2001	Other	4360753
Laura J Vennard	Treasurer	1 Dec 2001	Other	2060466
Harry Austin Turner	Vice president	1 Dec 2001	Other	2123188

Based in Boston

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.