TACTICA LLC

TACTICA LLC is an SEC-registered investment adviser (CRD 335272). Regulatory assets under management: $123.5M.

Registration

• CRD: 335272
• SEC file number: 801-134932
• Type: Registered investment adviser
• Phone: 787-585-8095
• Latest filing: 2026-03-30
• Regulatory AUM: $123.5M
• Discretionary AUM: $1.8M
• Non-discretionary AUM: $121.7M
• Clients: 1
• Accounts: 13

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335272 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search