|
⚲
|
| Keyboard |
| Tactica LLC
✚
|
|
|---|---|
| CRD # | 335272 |
| SEC # | 801-134932 |
| CIK # | |
| AUM | 123.5 M (2026-03-30) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 787-585-8095 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 9 | 1.8 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 121.7 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 13 | 123.5 |
| By Discretionary | ||
| Discretionary | 11 | 1.8 |
| Non-Discretionary | 2 | 121.7 |
| Total | 13 | 123.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 123.5 | |
| Total | 13 | 123.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Royal Palms Capital LLC
✚
|
124.2 M | |
|
True Coastal Capital LLC
✚
|
GA | 124.1 M |
|
Peace of Mind Financial Inc
✚
|
CO | 123.6 M |
|
Schuylkill Financial LLC
✚
|
PA | 123.6 M |
|
Investment Management Trust LLC
✚
|
MA | 123.5 M |
|
O'Domhnaill Enterprises Inc
✚
|
WY | 123.3 M |
|
Pacific Specialty Investment Group LLC
✚
|
CA | 123.2 M |
|
Fifit LLC
✚
|
123.1 M | |
|
Worth Financial Group Inc
✚
|
TX | 122.8 M |
|
Legacy Financial Services Group Inc
✚
|
MI | 122.8 M |