TACORA CAPITAL MANAGEMENT, LP

other names
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Adviser Profile
As of Date 04/29/2024
Adviser Type - Large advisory firm
Number of Employees 6 100.00%
of those in investment advisory functions 6 100.00%
Registration SEC, Approved, 10/1/2021
AUM* 343,301,154 0.61%
of that, discretionary 343,301,154 0.61%
Private Fund GAV* 343,301,154 0.61%
Avg Account Size 343,301,154 0.61%
SMA’s No
Private Funds 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
341M 292M 244M 195M 146M 97M 49M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count1 GAV$343,301,154

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Brochure Summary

Overview

Tacora is an investment management firm with its principal place of business located in Austin, Texas. Tacora, will also be referred to in this brochure as “Adviser,” or the “Firm.” Tacora is a Delaware limited partnership, formed in July 2021. Tacora’s majority principal owner, directly and indirectly through Tacora Capital GP, LLC, is Keri Findley. For more information about the Adviser and the principal owners of Tacora, please review Schedule A and Schedule B of the Form ADV Part 1A. Tacora provides investment management and other services to affiliated private pooled investment vehicles (“Fund” or “Partnership”) with respect to investments in portfolio companies and other investments. Tacora provides investment advice consistent with the investment objectives, guidelines and restrictions set forth in the applicable governing document and/or private placement memorandum of the Fund. Tacora does not serve as the general partner
to its Fund. An affiliate of the Firm serves in that capacity and rely on Tacora to serve as the investment adviser. The Investment Advisor, through the Fund, seeks to provide non-dilutive financing solutions, typically private structured credit investments, to companies facing complex needs not efficiently addressed by traditional channels. The Fund offers and delivers specialty finance alternatives to early and growth stage venture backed companies. The Firm’s advisory services will be provided to each Fund pursuant to the terms of its formation and offering documents and will be based on the specific investment objectives, strategies or restrictions described therein. The Adviser does not tailor its advisory services to the individual needs of the investors in any Fund. Tacora does not participate in a wrap fee program. As of December 31, 2023, the Firm has $343,301,154 of discretionary assets under management.