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TAPPALPHA
Legal name: TAPP FINANCE, INC.
CRD 327980File 801-128674
APPROVED
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$386.0M
Below cohort median (national)
Discretionary AUM
$386.0M
Clients
4
4 accounts
Employees
2
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Sep 1, 2023
- Principal office
- Not reported
- Phone
- 206-222-8646
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $386.0M
- Discretionary AUM
- $386.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 4
- Non-discretionary accounts
- 0
- Total accounts
- 4
- AUM per client
- $96.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 4 | $386.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — % OF NET POSITIVE OPTIONS INCOME AS SUB-ADVISER
- A percentage of assets under your management
Advisory activities
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.