DEMETER TACTICAL INVESTMENTS CORP.
Firm details
- Headquarters
- PROSPECT, Kentucky
- CRD number
- 329512
- Registered since
- March 4, 2024
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Individuals68.91%
- Pooled Investment Vehicles22.57%
- HNWI8.52%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Demeter Tactical Investments Corp. is a hedge-fund–structured registered adviser that provides active portfolio management across separately managed accounts and pooled vehicles. The firm serves both individual and family clients as well as institutional and business accounts, and its advisory scope includes portfolio management for individuals and small businesses, pooled investment vehicles, and institutional clients. Compensation is a mix of a percentage-of-AUM fee and performance-based fees, consistent with a manager that runs both traditional advisory relationships and incentive-aligned fund structures. Filing details and the firm’s activity profile show a heavy use of public mutual funds alongside sponsored pooled vehicles. The firm is not positioned as an ESG investor and does not operate as a pension consultant or a multi-state adviser for the purposes called out in its regulatory filings. Its legal and operational activities include acting as sponsor, general partner, and managing member of pooled investment vehicles, indicating hands-on involvement in structuring and running its private funds.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds82%
- Cash & Cash Equivalents9%
- Exchange Traded Equities7%
- US Government Bonds2%
Owners & executives
3 of 3JONATHAN HICKS
Chief Executive OfficerCRD 4492684
Philip Steele
CTOCRD 7983774
JONATHAN BRADLEY
Chief StrategistCRD 6734669
Contacts
1 of 1JEFFREY SEXTON
PresidentCRD 2962292
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PROSPECT, KY
JEFFERSON
Location
PROSPECT, KY
Headquartered in PROSPECT, KY, anchoring the Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN metro in the South.
- Metro area
- Louisville/Jefferson County--Elizabethtown--Bardstown, KY-IN
- Region
- South
- County
- JEFFERSON
- Address
- 6225 St Bernadette Ave
- Time zone
- CT (UTC-6)
- Office locations
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