SourcingSourcing

TACTICAL ROTATION MANAGEMENT, LLC

C49
CRD 333968·SEC 801-131642·FOREST HILLS, NY
AUM
$73.0M
$25M-$100M
Est. Revenue
$730K
@ 1% on AUM
Est. EBITDA
$219K
@ 30% margin
Est. Deal Value
$1.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TACTICAL ROTATION MANAGEMENT, LLC
CRD
333968
SEC file #
801-131642
EIN
—
DBA names
—

Economics

AUM
$73.0M
AUM band
$25M-$100M
AUM trajectory
'25'26
$59.9M → $73.0M▲ +22%
Client mix
Investment Companies3

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
FOREST HILLS NY
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — investment companiesOther Advisory Services
Fee basis
% of AUM

Filings

Latest ADV filing
03/24/2026
ADV-W filed at
—
Website
tacticalrotation.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GAYED, MICHAEL, ALBERT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
GAYED, MICHAEL, ALBERT
Liebig, Libby, Ellen
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
TACTICALROTATION.COM
Rdap Domain Creation Date
2024-02-04T13:46:06Z
Rdap Firm Age Years
2
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3779
Soi Zip Pct 200k Plus
0.1448
Soi Zip Returns 200k Plus
5,120
Soi Zip Total AGI
4,208,217
Fdic Zip Total Deposits
116,393,758,000
Fdic Zip Branch Count
822
Fdic Zip Top Banks
JPMorgan Chase Bank, National Association
Citibank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Fdic Zip Branches Raw
Emigrant Savings BankNew York City, NY
Emigrant Savings BankNew York City, NY
Fdic Zip HHI
570.79
Fdic Zip Top Bank Share Pct
14.6
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-04T13:46:06Z
Rdap Domain Last Changed
2024-02-04T13:46:07Z
Rdap Nameservers
Ns11.domaincontrol.comNs12.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI86,730
Returns7,830
Stub 2
AGI189,568
Returns5,090
Stub 3
AGI303,787
Returns4,850
Soi Zip Total Business Income
152,506
Soi Zip Total Cap Gains
177,369
Soi Zip Total Dividends
107,744
Soi Zip Total Returns
35,350
Top Owner CRD
6152829
Trust Company Affiliate
No

People (2)

2
GAYED, MICHAEL, ALBERT
Direct Owner · 87.5%
6152829
Liebig, Libby, Ellen
Executive Officer · 2.5%
2385467