TACTICAL INFRASTRUCTURE PARTNERS

RIASEC RegisteredEst. 2023
Total AUM
$398M
Discretionary
$398M
100% of AUM
Avg account
$56.9M
Accounts
7
Employees
6
Advisory reps
3

Firm details

Headquarters
New York, New York
CRD number
318315
Registered since
March 10, 2023
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tactical Infrastructure Partners is organized as a limited partnership that operates private equity funds and serves institutional investors. The firm is set up to sponsor and manage pooled investment vehicles, acting in GP and managing member roles for its funds. Its advisory activity centers on portfolio management for those pooled vehicles rather than individualized wealth management. Tactical Infrastructure Partners is SEC-registered (2023) and charges a combination of AUM-based fees and performance fees. The firm does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

1 of 1
  • MOLLY UNDERWOOD

    Chief Compliance OfficerCRD 6443289

Contacts

2 of 2
  • JEFFERY EKBERG

    Senior AdvisorCRD 6499537

  • MICHAEL FELDMAN

    Managing DirectorCRD 2923525

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

New York, NY

NEW YORK

Location

New York, NY

Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
NEW YORK
Address
152 W 57th St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth