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TACTICA LLC
CRD 335272 · SEC 801-134932
PR, United States
Phone
787-585-8095
Fax
N/A
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$123.5M
Discretionary AUM
$1.8M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 9 | $1.8M |
| Pooled investment vehicles | 1 | $121.7M |
States served
PR
Official SEC filing: View on IAPD