DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T••••••• I••••••••• P•••••••
Legal name T••••••• I••••••••• P•••••••• L•
Latest filing Mar 26, 2026
First filing on the tape Feb 4, 2022 · 10 filings
SEC status approved since Mar 10, 2023
RAUM
$398M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
6
6 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
7
reported on Schedule D
History
10 filings and snapshots on the tape
RAUM$398M as of Mar 26, 2026
Mar 25, 2024$86.3M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 26, 2026
Mar 25, 20240 then
Employees (5.A)6 as of Mar 26, 2026
Mar 25, 20244 then
Private funds7 as of Mar 26, 2026
Mar 25, 20243 then
RAUM +118% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 26, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $56.9MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived1 offices incl. principal (1.F.5)
- RAUM growth, one year
- +118%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assets, performance-basedreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehiclesreportedItem 5.G
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- has discretionary authority over which securities are bought or sold (8.C.1)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$398M100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 7reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- noreported
- Compensation
- % of AUM, performancereported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
3 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T••••••• I••••••••• P••••••• F•••• L••• | Private Equity Fund | $69.3M | 2 | Jun 22, 2023 |
| T••••••• I••••••••• P••••••• •••••••• I• F•••• L••• | Private Equity Fund | $10.4M | 2 | Jun 22, 2023 |
| T••••••• I••••••••• P••••••• •••••••• I•• F•••• L••• | Private Equity Fund | $6.6M | 2 | Jun 22, 2023 |
Owners and control persons
Schedule A and B, latest filing
- E•••••• J••••••• D•••• · Chief Financial Officercontrolsince 02/2022 · owns less than 5%
- F••••••• M••••••• T••••••• · Ceo And Limited Partnercontrolsince 06/2021 · owns 75% or more
- U••••••••• M•••• · Chief Compliance Officercontrolsince 02/2022 · owns less than 5%
- F••••••• M••••••• T••••••• · Managing Membercontrolsince 06/2021 · owns 75% or more of T••••••• I••••••••• P••••••• G•• L••
Entity owners
- T••••••• I••••••••• P••••••• G•• L•• · General Partnerdirect · owns less than 5%
Related persons
Schedule D 7.A
- T••••••• I••••••••• P••••••• F••• G•• L••pooled vehicle sponsorn
Offices
Schedule D 1.F, the 25 largest
No branch office listed.
ADV anomalies
2 against comparable advisers; where to look, not conclusions
- RAUM up 50 %Change between filings · filing Mar 26, 2026RAUM (Item 5.F) moved from $182,352,491 to $398,276,858 (+118.0%) between the annual amendments of 2025-04-29 and 2026-03-26; the peer median change was +4.0% (1148 comparable advisers, 97.0th percentile of changes)peers: asset managers, $100M to $500M (1,148) · 97% percentile
- private fund count surgeChange between filings · filing Mar 26, 2026private funds (Schedule D 7.B.1) moved from 4.0 to 7.0 (+75.0%) between the annual amendments of 2025-04-29 and 2026-03-26; the peer median change was 0.0% (735 comparable advisers, 99.0th percentile of changes)peers: asset managers, $100M to $500M (735) · 99% percentile
What changed
consecutive filings, newest first
- Accounts · 4 to 7Apr 29, 2025 to Mar 26, 2026
- Advisory employees · 5 to 6Apr 29, 2025 to Mar 26, 2026
- Pooled vehicle clients · 4 to 7Apr 29, 2025 to Mar 26, 2026
- Employees · 5 to 6Apr 29, 2025 to Mar 26, 2026
- Private funds · 4 to 7Apr 29, 2025 to Mar 26, 2026
- Discretionary RAUM · $182M to $398MApr 29, 2025 to Mar 26, 2026
- Pooled vehicle RAUM · $182M to $398MApr 29, 2025 to Mar 26, 2026
- RAUM · $182M to $398MApr 29, 2025 to Mar 26, 2026
- Financial planning clients · unset to Feb 28, 2025 to Apr 29, 2025
- Discretionary RAUM · $187M to $182MFeb 28, 2025 to Apr 29, 2025
- Pooled vehicle RAUM · $187M to $182MFeb 28, 2025 to Apr 29, 2025
- RAUM · $187M to $182MFeb 28, 2025 to Apr 29, 2025
- Accounts · 3 to 4Mar 25, 2024 to Feb 28, 2025
- Advisory employees · 4 to 5Mar 25, 2024 to Feb 28, 2025
- Pooled vehicle clients · 3 to 4Mar 25, 2024 to Feb 28, 2025
- Employees · 4 to 5Mar 25, 2024 to Feb 28, 2025
- Private funds · 3 to 4Mar 25, 2024 to Feb 28, 2025
- Discretionary RAUM · $86.3M to $187MMar 25, 2024 to Feb 28, 2025
- Pooled vehicle RAUM · $86.3M to $187MMar 25, 2024 to Feb 28, 2025
- RAUM · $86.3M to $187MMar 25, 2024 to Feb 28, 2025
- Discretionary RAUM · $173M to $86.3MSep 14, 2023 to Mar 25, 2024
- Pooled vehicle RAUM · $173M to $86.3MSep 14, 2023 to Mar 25, 2024
- RAUM · $173M to $86.3MSep 14, 2023 to Mar 25, 2024
- Accounts · unset to 3.0Feb 8, 2023 to Jun 22, 2023
- Advisory employees · 3 to 4Feb 8, 2023 to Jun 22, 2023
- Pooled vehicle clients · unset to 3.0Feb 8, 2023 to Jun 22, 2023
- Employees · 3 to 4Feb 8, 2023 to Jun 22, 2023
- Private funds · unset to 3Feb 8, 2023 to Jun 22, 2023
- Discretionary RAUM · unset to 172594100.0Feb 8, 2023 to Jun 22, 2023
- Non-discretionary RAUM · unset to 0.0Feb 8, 2023 to Jun 22, 2023
- Pooled vehicle RAUM · unset to 172594100.0Feb 8, 2023 to Jun 22, 2023
- RAUM · unset to 172594100.0Feb 8, 2023 to Jun 22, 2023
Signals
4 dated events
- T••••••• I••••••••• P••••••• reported RAUM $398.3M, up 118% from $182.4M (2025-04-29 to 2026-03-26)Mar 26, 2026 · RAUM change · derived
- T••••••• I••••••••• P••••••• reported RAUM $186.8M, up 117% from $86.3M (2024-03-25 to 2025-02-28)Feb 28, 2025 · RAUM change · derived
- David Jeffery Ekberg (Chief Financial Officer) appeared on Schedule A of T••••••• I••••••••• P•••••••Mar 25, 2024 · Control person joined · fact
- T••••••• I••••••••• P••••••• filed its initial SEC registration (Form ADV)Feb 4, 2022 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
- T••••••• I••••••••• P••••••• · Independent Sponsorsshared crd · capital_provider
- T••••••• I••••••••• P••••••• · Private Equityshared crd · organization
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tactical-infrastructure-partnersreportedpublic record, Form ADV, Sep 18, 2026
- Website
- tacticalinfra.comreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 315-388-8802reportedpublic record, Form ADV, Mar 26, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026