Tap Root Capital Management LP: new SEC registration, $297M AUM, Summit, NJ
Tap Root Capital Management LP (Summit, New Jersey): new SEC registration, $297M AUM, Summit, NJ. Its amount of 297 is above the median of 134 (79th percentile). Dated 356 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 297 · 79th percentile of 1,149 NewRiaPulse records · 2.2x the median
Free preview: all 11 published fields of this record are shown below. Locked: 33 related NJ NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Tap Root Capital Management LP |
| Legal name | Tap Root Capital Management LP |
| CRD | 334936 |
| Status | Approved |
| Registered with the SEC | 2025-11-13 |
| Latest Form ADV filing | 2026-05-11 |
| Location | Summit, NJ, United States |
| Regulatory AUM | $297,287,232 |
| Accounts | 3 |
| Employees | 8 |
| Website | https://www.taprootcap.com/ |
| amount percentile | 79th of 1,149 (median 134, 2.2x median) |
| Peer records CSV (34 NJ records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-11-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (NJ first): Clear Wave Wealth Management, LLC · Sage Residential Management LLC · West Horizon Capital · Certum Group · Revel Wealth Management · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Tap Root Capital Management LP and 34 New Jersey peers
- New Jersey NewRiaPulse records like this one: 34
- Tap Root Capital Management LP's amount: 79th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every New Jersey peer: $6,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $297M under management.
- Website on file.
What is the NewRiaPulse record for Tap Root Capital Management LP in Summit, New Jersey?
Tap Root Capital Management LP received SEC registration as an investment adviser (2025-11-13) with $297,287,232 in regulatory assets under management, based in Summit, NJ.
How does Tap Root Capital Management LP compare to other New Jersey NewRiaPulse records?
Its amount of 297 sits in the upper half (79th percentile) of 1,149 records; the median is 134. It is 356 days old; check the official source for later updates before acting.
Tap Root Capital Management LP vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Tap Root Capital Management LP | Summit, NJ | 297 | 79th | 2025-11-13 |
| Herndon Plant Oakley LTD | Corpus Christi, TX | 155 | 58th | 2026-09-11 |
| Diversified Wealth Advisors, LLC | Kansas City, MO | 138 | 52nd | 2026-09-24 |
| Johnston Investment Counsel, LTD. | Peoria, IL | 125 | 44th | 2026-09-28 |
Related records
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- Cs Tomasi Wealth Management
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- Herndon Plant Oakley LTD
NewRiaPulse: $100M-$500M NewRiaPulse: records in New Jersey NewRiaPulse: Approved
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.