$2.1M Total AUM
$2.1M Disc. AUM
-- 3Y CAGR
1 Employees
7 ADV. Clients
3 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-30-2023
- Office Locations
- 1
Office Locations
-- Irvine CA
About Tactical Equity Partners, LLC
Tactical Equity Partners, LLC is a Irvine-based RIA. The firm has been operating for 3 years. Managing $2.1M in total assets under management, with 1 advisory representatives. They custody assets with Interactive Brokers.
Team overview
-- AVG AGE
$2.1M AVG AUM / ADVISOR
$296.3K AVG AUM / CLIENT
3.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Accredited Investors
Available
Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
C
CHRISTOPHER JAMES OBYRNE
Chief Compliance Officer, Consultant
- CRD
- #2543245
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,073,823 | -- |
| Non-Discretionary | $0 | -- |
| Total | $2,073,823 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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