CRD: 328761
Tactical Investments
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-12-2024
- Office Locations
- 1
Office Locations
About Tactical Investments
Tactical Investments offers individually managed accounts for accredited investors, using proprietary models to pursue opportunistic returns through a 75% Balanced sleeve of diversified income-producing holdings and a 25% quant-driven Growth sleeve driven by U.S. government bond momentum and equity-volatility signals. Accounts are designed for daily liquidity with a $500k minimum, no lockups/exit fees, and no margin or direct short positions; management and performance fees apply with a high-water mark.
Team overview
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Accredited Investors
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Client Personas
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
DIKRAN JANUS KADAGIAN
President
- CRD
- #1630658
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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