TACTICA LLC
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $123.5M |
| Discretionary | $1.8M1% of AUM |
| Non-Discretionary | $121.7M |
| Client Accounts | 13 |
| Avg Account Size | $9.5M |
| Employees | 1 |
| Peak AUM | $418.0MNov 2025 |
AUM by Client Type
Total AUM
$124M
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $124M | 70.4% | — | — | — |
| Discretionary AUM | $2M | — | |||
Key Metrics
| Total AUM | $123.5M |
| Discretionary | $1.8M |
| Employees | 1 |
| Client Accounts | 13 |
| Client Range | 1-10 |
Contact & Location
Phone
787-585-8095
Filing History
4 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Financial PlanningPortfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$2M
1.5% of AUM
Non-Discretionary
$122M
98.5% of AUM
Disc. mix ▲ 1.5pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
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