APOGEE TACTICAL

APOGEE TACTICAL is an SEC-registered investment adviser (CRD 194520). Regulatory assets under management: $20.2M.

Registration

• CRD: 194520
• Type: Registered investment adviser
• Phone: 203-751-3439
• Latest filing: 2026-01-12
• Regulatory AUM: $20.2M
• Discretionary AUM: $20.2M
• Clients: 1
• Accounts: 27

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
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• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 194520 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search