|
⚲
|
| Tactivest LLC
✚
| |
|---|---|
| CRD # | 173309 |
| SEC # | 801-126580 |
| CIK # | |
| AUM | $122.3 MM (2024-07-19) |
| Employees | 2 (50% Investors, 0% Brokers) |
| Phone | 415-752-7311 |
| Address | 1 Sansome St San Francisco, CA 94104 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 148 | 35.8 |
| (b) Individuals (high net worth individuals) | 31 | 54.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 4 | 5.6 |
| (h) Charitable organizations | 2 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 23.0 |
| (n) Other | 0 | 0.0 |
| Total | 565 | 122.3 |
| By Discretionary | ||
| Discretionary | 565 | 122.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 565 | 122.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.3 | |
| Total | 565 | 122.3 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
TIDE Cove Capital Partners LLC
✚
|
CA | 0.1 |
|
Logic Wealth Management LLC
✚
|
CA | 0.1 |
|
Davenport Watts & Drake Investment Advisors LLC
✚
|
MS | 0.1 |
|
OFC Financial Planning LLC
✚
|
NJ | 0.1 |
|
Arbor Investment Management LLC
✚
|
MI | 0.1 |
|
Leibman Financial Servces Inc
✚
|
NE | 0.1 |
|
Sherman Asset Management Inc
✚
|
CA | 0.1 |
|
RK Asset Management LLC
✚
|
MI | 0.1 |
|
Waverley Wealth Management LLC
✚
|
CA | 0.1 |
|
Retirement Financial Group LLC
✚
|
TX | 0.1 |