Tangency Capital Investment Advisory Ltd.
- Regulatory AUM
- $3.5B
- Discretionary
- $3.5B
- Clients
- 6
- Avg AUM / client
- $575M
- Accounts
- 6
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 6 | $3.5B | 100.0% |
Private funds (3)
Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $860M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Select Market Access Fund Ltd | Other Private Fund | Bermuda | $625M | 5 |
| Select Top Layer Fund Ltd. | Other Private Fund | Bermuda | $163M | 4 |
| Select Market Opportunities Fund Ltd | Other Private Fund | Bermuda | $72.2M | 4 |
People (6)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Denman, Elizabeth | Director | Nov 2017 (9y) | Less than 5% | |
| Desmond, Brian | Director | Nov 2017 (9y) | Less than 5% | |
| Hagedorn, Dominik | Chief Operating Officer | Nov 2017 (9y) | ≈ 18.75% – 50% via Tangency Capital Ltd | |
| Jedraszak, Michal | Director And Chief Investment Officer | Nov 2017 (9y) | ≈ 18.75% – 50% via Tangency Capital Ltd | |
| Morgenstern, Kai, Henning | Chief Risk Officer | Nov 2017 (9y) | ≈ 18.75% – 50% via Tangency Capital Ltd | |
| Scott, Melinda, Helen | Chief Compliance Officer | Nov 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tangency Capital Ltd | Owner | Nov 2017 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Hagedorn, Dominik: 25% – 50% of Tangency Capital Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Jedraszak, Michal: 25% – 50% of Tangency Capital Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Morgenstern, Kai, Henning: 25% – 50% of Tangency Capital Ltd × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (3, $860M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Select Market Access Fund Ltd | Other Private Fund | $625M | $1.0M | 5 |
| Select Top Layer Fund Ltd. | Other Private Fund | $163M | $1.0M | 4 |
| Select Market Opportunities Fund Ltd | Other Private Fund | $72.2M | $1.0M | 4 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/20/2026 | 1.85 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for pooled investment vehicles
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 20, 2026.
View current Form ADV (SEC/IAPD) ↗