Single Family OfficeRIA · CRD 328761SEC-Registered

Updated:

Tactical Investments

TACTICAL INVESTMENTS is an SEC-registered investment adviser in LONGBOAT KEY, FL. It manages approximately $5 million in regulatory assets. The firm has 1...

Tactical Investments

TACTICAL INVESTMENTS is an SEC-registered investment adviser in LONGBOAT KEY, FL. It manages approximately $5 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Sector focus

Real Estate

Frequently asked questions

Who controls investment decisions at Tactical Investments?

Charles S. Cohen makes the final investment decisions, consistent with the firm's structure as his personal family office. He is the founder and CEO of Cohen Brothers Realty Corporation, and Tactical Investments functions as his direct private investment vehicle rather than a committee-governed institution.

How is Tactical Investments related to Cohen Brothers Realty?

Tactical Investments is the family office entity, while Cohen Brothers Realty Corporation is the operating development and property management company. Charles Cohen controls both structures, enabling capital to move between the family balance sheet and corporate projects. The February 2025 Cohen Brothers bankruptcy did not dissolve Tactical Investments, which remains the principal's private capital entity.

Does Tactical Investments invest outside of real estate?

Publicly visible investments are concentrated in real estate, particularly design-driven commercial and residential properties. There is no public record of material venture capital, private equity fund commitments, or non-real-estate direct investments attributed to Tactical Investments specifically.

What is the firm's approach to holding periods?

Tactical Investments and its affiliated entities typically pursue indefinite holding periods, consistent with a multigenerational family office posture. Rather than developing for sale, the Cohen strategy emphasizes long-term ownership of uniquely designed properties, with dispositions occurring only under strategic or financial duress.

Does the office accept outside capital or co-investors?

Tactical Investments itself is a single-family office that does not solicit external capital. However, Charles Cohen has historically co-invested with institutional partners through Cohen Brothers Realty and related vehicles, including prior co-investments with sovereign wealth funds and private equity real estate managers on specific assets.

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