TACTICAL EQUITY PARTNERS, LLC

TACTICAL EQUITY PARTNERS, LLC is an SEC-registered investment adviser (CRD 325496). Regulatory assets under management: $2.1M.

Registration

• CRD: 325496
• Type: Registered investment adviser
• Phone: 714 469 3438
• Latest filing: 2026-03-31
• Regulatory AUM: $2.1M
• Discretionary AUM: $2.1M
• Clients: 1
• Accounts: 7

Business model

Compensation: Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 325496 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search