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TACTICAL ROTATION MANAGEMENT, LLC

FOREST HILLS, NY · CRD 333968 · IAPD ↗ · tacticalrotation.com · 646-755-9843

$73.0MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

85
January 2025 — TACTICAL ROTATION MANAGEMENT, LLC (FOREST HILLS, NY) is newly SEC-registered with $65.5M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.