Tag Virgin Islands, Inc. (St. Thomas)

Tag Virgin Islands, Inc. is an adviser based in St. Thomas. It manages $9 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2007.

Tag Virgin Islands provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Tag Virgin Islands: assets under management

The assets under management (AUM) of Tag Virgin Islands, Inc. is $9 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -93% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $9 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $900 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tag Virgin Islands, Inc. for their services and products based on a percentage of assets under management, fixed fees, commissions, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tag Virgin Islands, Inc.

James Swen Tagliaferri has been acting as President since 1 Dec 1983. Patricia Josephine Cornell joined the executive team most recently as the Managing Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
James Swen Tagliaferri	President/chief compliance officer	1 Dec 1983	50% - 75%	4445489
Patricia Josephine Cornell	Vice president	1 Mar 1984	50% - 75%	4445497
Taurus Advisory Group Inc	Member	1 Jul 1993	75% - 100%	113155
James Swen Tagliaferri	Managing director/chief compliance officer	1 Jan 2000	Other	4445489
Patricia Josephine Cornell	Managing director	1 Jan 2000	Other	4445497

Based in St. Thomas

The principal office where Tag Virgin Islands, Inc. performs its advisory services is located at The Tunick Building, St. Thomas, VI 00802 6347, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.