A complete list of active advisors currently associated with Tactical Equity Partners, LLC
Warmer can help you find a great advisor at Tactical Equity Partners, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Tactical Equity Partners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Irvine, CA
| 3
|
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