Investment adviser · CRD 334936
TAP ROOT CAPITAL MANAGEMENT LP
Investment adviser filing (IA)
SUMMIT, NJ, United States · Form ADV filed May 11, 2026
- Regulatory AUM
- $297M Form ADV · Item 5.F
- Client accounts
- 3 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 3 | $297,287,232 | 100.0% |
Filing source
Form ADV 2104528 · May 11, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
TAP ROOT CAPITAL SMF I-A LPOther Private Fund · Last reported May 11, 2026$121MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03
Fund details & source
- Fund ID
- 805-1830057355
- Reported beneficial owners
- 2
- Minimum commitment
- $0
- Form D file number
- 021-559919
Form ADV 2104528 · May 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TAP ROOT CAPITAL SMF I LPOther Private Fund · Last reported May 11, 2026$121MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03
Fund details & source
- Fund ID
- 805-8919119524
- Reported beneficial owners
- 12
- Minimum commitment
- $0
- Form D file number
- 021-543783
Form ADV 2104528 · May 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
TAP ROOT CAPITAL FUND I LPOther Private Fund · Last reported May 11, 2026$55.2MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
RSM US LLP
PCAOB 49
STIFEL BANK
LEI JY55GUVP9NLVWS4QEU03
Fund details & source
- Fund ID
- 805-1035964550
- Reported beneficial owners
- 9
- Minimum commitment
- $0
- Form D file number
- 021-561585
Form ADV 2104528 · May 11, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 11, 2026. View historical filings
Reported services
Pooled investment vehicle management
Compensation
Percentage of assets · Performance-based
Principal office
60 RIVER ROADSUMMIT, NJ, 07901, United States
CRD 334936
Filing source
Form ADV 2104528 · May 11, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.