Tachyon Partners, L.L.C. (Princeton)


Tachyon Partners, L.L.C. is a large advisory firm based in Princeton. It manages $1.91 billion of regulatory assets for 4 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of New Jersey.

Tachyon Partners, 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.

Tachyon Partners, L.L.C: assets under management

The assets under management (AUM) of Tachyon Partners, L.L.C. is $1.91 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 207% since the beginning of its operation, and $1.66 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.91 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $478.31 million each.
Tachyon Partners, L.L.C has custody of $1.91 billion in cash and securities for 4 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tachyon Partners, L.L.C. for their services and products based on a percentage of assets under management and performance-based fees. 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.

What kind of clients Tachyon Partners, L.L.C serves?

The only and largest group of clients of Tachyon Partners, L.L.C is pooled investment vehicles with 4 clients and $1.91 billion of assets under management. Among the 9 most similar advisory firms, Tachyon Partners, L.L.C has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.91 billion for 4 clients. 75% of the firm’s clients are foreign persons or businesses.

Tachyon Partners, L.L.C also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $5,000,000 for each fund.

Careers at Tachyon Partners, L.L.C.

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Stephen Walter Modzelewski Non-managing member 1 Oct 2001 Other 2670150
Andrew Marc Okun Managing member 1 Oct 2001 25% - 50% 1100446
Dougin Algase Walker Managing member/chief compliance officer 1 Oct 2001 Other 2670152
William Gormley Nicolls Managing member 1 Oct 2001 Other 4362806
Stephen Modzelewski Non-managing member 1 Oct 2001 Other 2670150
Dougin Walker Managing member 1 Oct 2001 25% - 50% 2670152
William Nicolls Managing member 1 Oct 2001 Other 4362806
John Niforatos Managing member 1 Jan 2007 Other 5309890
David Cedric Rowntree Managing member 1 Jan 2015 Other 6473527
Terence Woolf Chief compliance officer 1 Mar 2018 Other 5286848

Based in Princeton

The principal office where Tachyon Partners, L.L.C. performs its advisory services is located at 47 Hulfish Street, Princeton, NJ 08542, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (609) 683-8200 or by fax (609) 683-9483. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at watermarkgroup.com.