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 corporation registered with the SEC in 2024 that operates as a hedge-fund-classified adviser serving both individual/family and institutional clients. Ownership is held by an individual and the firm charges a mix of percentage-of-AUM and performance-based fees. Advisory activities center on portfolio management across individual/small-business clients, pooled investment vehicles and institutional/business accounts. The firm is not identified as an active ESG investor and is not a multi-state or related adviser. It also performs sponsor and general-partner roles and acts as a managing member for pooled vehicles.
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
2 of 2Philip 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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