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Tactivest, LLC

● SEC registered since 2022CRD 173309SEC# 801-126580
Export (members)
Reg. AUM
$128.5M
Employees
2
Accounts
576
Location

Tactivest, LLC assets under management

Tactivest, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $128.5 million in regulatory assets under management and employs 2 people.

Tactivest, LLC owners & executives

1 reported
NameTitleOwnershipSince
Everest K Y Wong ControlPrincipal Managing Member Chief Compliance OfficerOver 75%2014

Frequently asked questions

How much does Tactivest, LLC manage?

Tactivest, LLC reports $128.5 million in regulatory assets under management on its Form ADV.

How many employees does Tactivest, LLC have?

Tactivest, LLC reports 2 employees.

Does Tactivest, LLC disclose fund performance?

Tactivest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Phone(415) 752-7311
Office hours9:00 a.m. - 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$128.5M
Non-discretionary$0
Total (RAUM)$128.5M