# TACTIVEST, LLC

TACTIVEST, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 173309
- Type: SEC-registered investment adviser
- SEC file number: 801-126580
- Location: 1 SANSOME ST, 35TH FLOOR, SAN FRANCISCO, CA, 94104
- Phone: (415) 752-7311
- Latest filing: 2026-03-10
- Regulatory AUM: $144.0M
- Discretionary AUM: $144.0M
- Clients: 2
- Accounts: 630

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Everest Wong | CEO, MANAGING MEMBER | — |
| Brieann Lee Peixoto | CHIEF COMPLIANCE OFFICER | — |
| Everest K Y Wong | PRINCIPAL MANAGING MEMBER CHIEF COMPLIANCE OFFICER | — |
| WONG SUSANNA Y | PRINCIPAL MANAGING MEMBER; PRINCIPAL MANAGING MEMBER CHIEF COMPLIANCE OFFICER | — |
| PEIXOTO BRIEANN LEE | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER AND OPERATIONS MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/173309/brochure
- Similar advisers: https://search.stillhousedata.com/firm/173309/similar
- Related entities: https://search.stillhousedata.com/firm/173309/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/173309

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.