# Tactical Rotation Management, LLC

> Tactical Rotation Management, LLC is an SEC-registered investment advisory firm in Forest Hills, NY, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 333968
- Filed as: TACTICAL ROTATION MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Forest Hills, NY
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333968
- AdvisorCensus page: https://advisorcensus.com/firm/tactical-rotation-management-llc-forest-hills-ny-333968

## Quick answers

**How is Tactical Rotation Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Tactical Rotation Management, LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tactical Rotation Management, LLC located?**
Tactical Rotation Management, LLC's principal office is in Forest Hills, NY, according to its Form ADV.

**Is Tactical Rotation Management, LLC registered with the SEC or a state?**
Tactical Rotation Management, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 333968.

**How much does Tactical Rotation Management, LLC manage?**
Tactical Rotation Management, LLC reports $72,971,520 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (100% discretionary).

**How have Tactical Rotation Management, LLC's assets and staff changed since 2025?**
In the Form ADV data for Tactical Rotation Management, LLC: Regulatory assets under management: $59,850,074 in the October 2025 data and $72,971,520 in the October 2026 data, up 22%. Total employees: 1 in October 2025 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tactical Rotation Management, LLC serve?**
By number of clients on Form ADV Item 5.D: investment companies (3).

**Does Tactical Rotation Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/333968

**What changed in Tactical Rotation Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $59,850,074 to $72,971,520 (+22%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $72,971,520
- Discretionary: $72,971,520
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Investment companies | 3 | $72,971,520 |

### Advisory services (Item 5.G)
- Portfolio management for investment companies (and business development companies)
- Other

### Firm details
- Registered since: 2024 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tacticalrotation.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $59,850,074 | 1 | June 20, 2025 |
| October 2026 | $72,971,520 | 1 | March 24, 2026 |

Regulatory assets under management: $59,850,074 in the October 2025 data and $72,971,520 in the October 2026 data, up 22%.
Total employees: 1 in October 2025 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $59,850,074 to $72,971,520 (+22%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tactical Rotation Management, LLC (CRD 333968): Form ADV filing data as of October 2026.