|
⚲
|
| Keyboard |
| Tactivest LLC
✚
|
|
|---|---|
| CRD # | 173309 |
| SEC # | 801-126580 |
| CIK # | |
| AUM | 144.0 M (2026-03-10) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-752-7311 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 159 | 41.9 |
| (b) Individuals (high net worth individuals) | 41 | 72.3 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 8.1 |
| (h) Charitable organizations | 2 | 4.6 |
| (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 | 6 | 17.0 |
| (n) Other | 0 | 0.0 |
| Total | 630 | 144.0 |
| By Discretionary | ||
| Discretionary | 630 | 144.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 630 | 144.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 1.3 | |
| United States Persons | 142.8 | |
| Total | 630 | 144.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Ean Equity Financial Services LLC
✚
|
144.7 M | |
|
Burgess Investment Management and Research Inc
✚
|
144.2 M | |
|
Aviator Financial Consulting LLC
✚
|
TX | 144.1 M |
|
Private Lane Capital LLC
✚
|
144.1 M | |
|
James I Black & Company
✚
|
FL | 144.1 M |
|
Core Wealth Advisors LLC
✚
|
IN | 143.8 M |
|
Aqua Capital Advisors LLC
✚
|
CA | 143.8 M |
|
Chastain Wealth Management LLC
✚
|
143.8 M | |
|
Fog City Advisors LLC
✚
|
CA | 143.6 M |
|
Todo Capital LLC
✚
|
143.6 M |