CRD: 329512
Demeter Tactical Investments Corp.
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-04-2024
- Office Locations
- 4
Office Locations
About Demeter Tactical Investments Corp.
Demeter Tactical Investments is an SEC-registered investment adviser providing investment advisory and portfolio management services for retail and institutional clients. The firm emphasizes active management and asset allocation, building portfolios primarily with public funds and ETFs, with additional offerings that include portfolio construction plus estate-planning and insurance-related services. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JEFFREY ALLAN SEXTON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #2962292
- Ownership
- 75% or more
JONATHAN T BRADLEY
--
- CRD
- #6734669
- Ownership
- Less than 5%
Catalyst horizon
Prime ember
- CRD
- #81238
- Ownership
- 25.8%
Showing 2 of 3 owners & executives
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Philip John Steele
--
- CRD
- #7983774
Showing 1 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $265,266,889 | $245,845 |
| Non-Discretionary | $0 | -- |
| Total | $265,266,889 | $245,845 |
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Separately Managed Accounts
Total SMA Asset: $205,385,591
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,323,976,031 | 18.9% |
| Cash | $1,933,425,316 | 27.6% |
| Equity - Exchange | $1,800,327,196 | 25.7% |
| U.S. Government/Agency | $1,947,435,644 | 27.8% |
| Total | $7,005,164,187 | 100.0% |