Tactical Equity Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,073,823
Clients
7
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
LowAverage account size
$296,260
About
Tactical Equity Partners, LLC is a small, independent registered investment adviser that provides discretionary portfolio management to qualified clients, including individuals, high‑net‑worth clients, trusts, charitable organizations and certain institutions, managing roughly $2.07 million across seven client accounts. The firm implements client-directed account restrictions where requested and invests primarily in publicly traded equities, exchange‑traded funds, and occasional options.
The adviser combines fundamental and technical analysis with macroeconomic research to identify long and short opportunities, including the selective use of leveraged and inverse ETFs and options, and may move to cash to manage exposure around major market events. Strategies are tailored to each client’s objectives and risk tolerance and the firm describes drawing on multiple decades of trading experience to evaluate event‑driven and macro drivers.
Distinctive features include a performance‑based compensation model rather than a traditional percentage‑of‑assets management fee, a structure that is relatively uncommon among independent solo advisers and that limits services to qualified clients. The firm requires custody at a specified institutional broker‑dealer (using related institutional services and soft‑dollar research), does not vote client proxies, and discloses an outside business activity in IT consulting.
Client services
Portfolio management
Expertise
Active portfolio management
Options & derivatives strategies
Fee options
20% of net assets under management (AUM) appreciation per quarter, subject to a high-water mark calculation
Account minimum: $150,000
Main office location
Tactical Equity Partners, LLC
Irvine CA, United States
Number of offices
1
Most active in
Tactical Equity Partners, LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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