Tactical Rotation Management, LLC
Firm details
- Headquarters
- Forest Hills, New York
- CRD number
- 333968
- Registered since
- December 16, 2024
- Fee structure
- Percentage of AUM
- Client types
- Investment Companies100%
- Services
- Portfolio Management for Investment Companies
Firm profile
FINTRXOverview
Tactical Rotation Management, LLC is an institutional registered investment adviser that focuses on portfolio management for investment companies. The firm is organized as an LLC and is owned by an individual. It registered with the SEC in 2024 and serves an institutional client base under a percentage-of-AUM fee arrangement. FINTRX flags the firm as not being an active ESG investor, not a multi-state adviser, and not a capital allocator; it is also not listed as a pension consultant or related adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Libby Liebig
Chief Compliance OfficerCRD 2385467
Michael Gayed
Founder and Chief Investment StrategistCRD 6152829
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Forest Hills, NY
Queens
Location
Forest Hills, NY
Headquartered in Forest Hills, 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
- Queens
- Address
- 11835 Queens Blvd
- Time zone
- ET (UTC-5)
- Office locations
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