FOREST HILLS, NYCRD 333968Latest ADV March 24, 2026
Tactical Rotation Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Forest Hills, NY. Its latest Form ADV filing, dated March 24, 2026, reports $73M in regulatory assets under management, 1 employee, and 3 accounts.
Assets Under Management
$73M
Employees
1
Offices
--
Total Clients
<5
Primary office
FOREST HILLS, NY
118-35 QUEENS BLVD, SUITE 400, FOREST HILLS, NY, United States
Top client segmentInvestment Cos. represent 100.0% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
100.0%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$73Mas of March 24, 2026
Discretionary100.0%
$73M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$73M
Total Accounts3
10Y AUM Change+$7M (+11.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee3:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.