Tactical Equity Partners, LLC

Overview

Tactical Equity Partners, LLC is a small, privately held advisory firm that focuses on discretionary portfolio management for individuals and small businesses. The firm charges performance-based fees and most of its client relationships are run on a discretionary basis, giving portfolio managers latitude to implement tactical shifts in equity exposure. Public filings show a clear tilt toward exchange-traded equities as the primary building block of client portfolios; that emphasis — combined with the firm name and fee structure — suggests a strategy that favors active, market-timed equity positioning rather than passive, buy-and-hold allocation. Clientele is concentrated: the business serves a handful of individual and family clients rather than a broad institutional base. Tactical Equity Partners does not identify as an active ESG investor and is not registered as a multi-state adviser. Advisory activities are limited to portfolio management for individuals and small businesses, which means the firm likely delivers customized, account-level solutions rather than standardized model portfolios at scale.

Assets & Accounts

Public Holdings

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Location & Offices