# Tactical Rotation Management

Tactical Rotation Management is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 333968
- **SEC file number:** 801-131642
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/333968

## About

TACTICAL ROTATION MANAGEMENT, LLC is an SEC-registered investment adviser in FOREST HILLS, NY, registered since 2024. The firm manages approximately $73 million in assets. It has 1 employee and 1 investment adviser.

## Questions

### What strategy does Tactical Rotation Management run?

The firm deploys a rules-based tactical asset allocation strategy that rotates capital among exchange-traded funds spanning equity sectors, fixed-income, real estate, and commodities. The model uses relative momentum and trend signals to determine which asset classes to overweight and when to shift to defensive positions such as Treasury bonds or cash equivalents. Specific weighting and signal parameters are proprietary.

### Does Tactical Rotation Management pick individual stocks or invest in private markets?

No. The firm trades exclusively in highly liquid ETFs and does not select individual securities. It has no known direct investment, venture capital, or private equity programs. Its edge comes from asset-class timing, not fundamental company analysis or private market origination.

### What vehicle structures does the firm offer?

The firm provides its strategy through a mutual fund structure and separately managed accounts. The mutual fund offers daily dealing and broad accessibility, while managed accounts permit customization and tax overlay. There are no known hedge fund, private fund, or interval fund offerings.

### What are the capacity constraints for this type of strategy?

Momentum strategies that trade liquid ETFs can scale to several billion dollars across products before rebalancing trades meaningfully impact execution costs. However, the firm's own capacity limit is dictated by a prudent asset cap it sets to avoid signal degradation. This cap is not publicly disclosed and represents a key operational variable.

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Last updated: 2026-06-03T20:00:00.000Z

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