TAP ROOT CAPITAL MANAGEMENT LP

UUID02d0123f-4dca-5ac3-ad94-27a6e948705f

TypeASSET_MANAGER

Status—

Created2025-10-23 02:23:58

Updated2025-10-23 02:24:38

SEC Form ADV (XLSX Metrics)

Loads advanced metrics from the monthly IAPD XLSX exports (RAUM breakdown, client mix, service flags) into the adv_metrics table.

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SEC Form ADV Part 1 (Bulk)

Loads Form ADV Part 1 bulk data from the local CSV snapshot. Includes headquarters info, aliases, control persons, and evidence links.

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Authority	Identifier	Display	As Of	Confidence
adv_crd	334936	334936	—	1.0
sec_file_number	802-132918	802-132918	—	—

HQ CitySUMMIT

HQ StateNJ

HQ CountryUnited States

AUM (USD)—

AUM As OfNone

As of 2025-05-02 00:00:00 • Source ia09022025-exempt.xlsx

Name	Title	Role	Email	Evidence
MATTHEW ADAM THORNTON TRUST	MEMBER	OFFICER	—	{"filing_id": "2013222", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
Swicegood, Ronald, Mark	CHIEF COMPLIANCE OFFICER AND CHIEF FINANCIAL OFFICER	OFFICER	—	{"filing_id": "2013222", "owner_id": "6926780", "source": "adv_part1", "table": "Schedule_A_B"}
TAP ROOT CAPITAL GP LLC	GENERAL PARTNER	OFFICER	—	{"filing_id": "2013222", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
THORNTON, MATTHEW, Adam	TRUSTEE	OFFICER	—	{"filing_id": "2013222", "owner_id": "4239263", "source": "adv_part1", "table": "Schedule_A_B"}
ZOLLER EQUITY PARTNERS LLC	MEMBER	OFFICER	—	{"filing_id": "2013222", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}
ZOLLER, ERIC, N	CHIEF EXECUTIVE OFFICER	OFFICER	—	{"filing_id": "2013222", "owner_id": "4795542", "source": "adv_part1", "table": "Schedule_A_B"}
TAP ROOT CAPITAL REVENUE RECEIVER LP	LIMITED PARTNER	EMPLOYEE	—	{"filing_id": "2013222", "owner_id": null, "source": "adv_part1", "table": "Schedule_A_B"}

Relation	Organization	Last Updated	Evidence
No outbound affiliations.

Relation	Organization	Last Updated	Evidence
No inbound affiliations.