Data / Investment advisers / Kentucky / Demeter Tactical Investments Corp.
Demeter Tactical Investments Corp., Prospect, KY: $265 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Demeter Tactical Investments Corp. is an SEC registered investment adviser with its main office in Prospect, Kentucky and reports $265 million in regulatory assets under management in its Form ADV filed July 15, 2026. Its clients include individuals, pooled investment vehicles and high net worth individuals. It is paid through a percentage of assets under management and performance based fees. It advises 5 private funds.
The request: Watch Demeter Tactical Investments Corp. (CRD number 329512): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 329512
- SEC file number
- 801-129609
- SEC status
- Approved, effective March 4, 2024
- Main office
- 6225 St. Bernadette Ave, Prospect, KY 40059
- Phone
- (212) 518-4444
- Website
- demetertacticalinvestments.com
- Regulatory AUM
- $265,266,889 in the Form ADV filed July 15, 2026
- Discretionary AUM
- $265,266,889
- Accounts
- 1,079
- Employees
- 10, of which 3 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 5: 5 hedge funds
- Gross assets of private funds
- $48,528,220
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 15, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 383 | $182.8 million |
| Pooled investment vehicles | 6 | $59.9 million |
| High net worth individuals | 7 | $22.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $265.3 million | March 31, 2026 |
| December 1, 2025 | $185 million | October 9, 2025 |
Other advisers in Kentucky
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Family Wealth Planning Partners | Louisville | $317.4 million | Not listed | adviserinfo.sec.gov |
| Magnate Advisory Services, LLC | Louisville | $314.1 million | Not listed | adviserinfo.sec.gov |
| Ricketts Financial, LLC | Louisville | $314 million | Not listed | adviserinfo.sec.gov |
| Lockshield Partners, Inc. | Glasgow | $290.6 million | Not listed | adviserinfo.sec.gov |
| Russell Capital Management, LLC | Lexington | $275 million | Not listed | adviserinfo.sec.gov |
| Wallace Hart Capital Management | Lexington | $264 million | 1 | adviserinfo.sec.gov |
| Winebrenner Capital Management LLC | Louisville | $260.5 million | 4 | adviserinfo.sec.gov |
| Principled Wealth Advisors, LLC | Covington | $252.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Kentucky
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Demeter Tactical Investments Corp. on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.