AUMdb

Tactical Rotation Management, Llc

SEC-registered Mutual Fund / Asset Manager · Boutique (under $100M) CRD 333968 · SEC file 801-131642 · Forest Hills, NY · www.tacticalrotation.com
☆ Save with Pro ADV data as of Mar 24, 2026
Regulatory AUM
$73.0M
Discretionary
$73.0M
Clients
3
Avg AUM / client
$24.3M
Accounts
3
Employees
1

AUM over time

$59.9M $73.0M
Nov 16, 2024 Mar 24, 2026

Reported AUM from Form ADV filings, plotted by filing date · as of Mar 24, 2026

Who they serve

Client typeClientsAUM% of AUM
Investment companies 3 $73.0M 100.0%

People (1)

NameRole / titleCredentialsWith firm sinceOwnership
Gayed, Michael, Albert Managing Member & Chief Compliance Officer Mar 2020 (6y) 75% or more

Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.

Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.

Documents (1 archived)

FormPeriodSize
Form ADV (full filing) 03/24/2026 902 KB View · PDF · Source ↗

Archived copies of the firm's regulatory filings, versioned by content hash.

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for investment companies
  • Other services

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 24, 2026.

View current Form ADV (SEC/IAPD) ↗