Tactivest, LLC
● SEC registered since 2022CRD 173309SEC# 801-126580
Reg. AUM
$144M
Employees
2
Accounts
630
Location
—
Tactivest, LLC assets under management
Tactivest, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $144 million in regulatory assets under management and employs 2 people.
Tactivest, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brieann Lee Peixoto Control | Chief Compliance Officer | Under 5% | 2025 |
| Everest Wong Control | Ceo, Managing Member | Over 75% | 2014 |
Frequently asked questions
How much does Tactivest, LLC manage?
Tactivest, LLC reports $144 million in regulatory assets under management on its Form ADV.
How many employees does Tactivest, LLC have?
Tactivest, LLC reports 2 employees.
Does Tactivest, LLC disclose fund performance?
Tactivest, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (415) 752-7311 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$144M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$144Mregulatory AUM
Discretionary $144M