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Adviser Profile

As of Date 03/25/2024
Adviser Type - Mid-sized advisory firm
Number of Employees 4 33.33%
of those in investment advisory functions 4 33.33%
Registration SEC, 120-Day Approval, 03/10/2023
Other registrations (3)
Former registrations

TACTICAL INFRASTRUCTURE PARTNERS, LP

TACTICAL INFRASTRUCTURE PARTNERS, LP

AUM* 86,297,050 100.00%
of that, discretionary 86,297,050
Private Fund GAV* 86,297,050 -50.00%
Avg Account Size 28,765,683
SMA’s No
Private Funds 3 3
Contact Info 817 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
1 1 1 1
2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count3 GAV$86,297,050

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Brochure Summary

Overview

A. Description of Advisory Firm Tactical Infrastructure Partners, LP is an SEC-registered investment advisory firm organized as a limited partnership under the laws of the State of Delaware. Michael Feldman, the principal owner of TIP, founded TIP in June 2021. Tactical Infrastructure Partners GP, LLC is the general partner of TIP and is wholly owned by Michael Feldman. TIP provides investment advisory services to private funds and may sponsor and /or advise additional private funds or other accounts in the future. As used herein, “Funds” or “Clients” refers to the private funds together with their related affiliates, any subsequently sponsored funds formed from time to time, and any similar pooled investment vehicles or other accounts sponsored or managed by TIP or its affiliates. TIP’s principal focus areas include renewable energy, distributed generation, waste, social infrastructure, midstream, transportation, and other infrastructure or infrastructure-related sub- asset classes. TIP’s tactical approach considers many aspects of potential investments such as the nature of the underlying asset or business, investment structure, and deal dynamics in order to determine suitability for investment based on our risk-return criteria. Please see Item 8 for more details. TIP seeks to make investments in infrastructure or infrastructure-related assets and companies primarily located in the U.S., Canada, Europe and other countries within the Organisation for Economic Co-operation and Development (“OECD”). TIP’s tactical investment strategy is effected via a “flexible capital” approach. As such, investments may take the form of, inter alia, private equity, private debt, or structured investments. Structured investments include debt/equity hybrids and other bespoke investment structures tailored to the needs of an issuer or seller and TIP’s risk and return requirements. B. Types of Advisory Services Offered TIP’s services to the Funds include
(i) investigating, identifying, and evaluating investment opportunities; (ii) structuring, negotiating, and making investments on behalf of the Funds; (iii) managing and monitoring the performance of such investments; and (iv) exiting such investments on behalf of the Funds. TIP’s services to each Fund are subject to the specific investment objectives and restrictions applicable to such Fund, as set forth in such Fund’s limited partnership agreement and other governing documents (collectively, the “Governing Documents”). C. Services Tailored to Individual Needs of Clients The Funds are offered exclusively to individuals and other persons who qualify as “accredited investors” under Regulation D promulgated under the Securities Act of 1933, as amended (the “Securities Act”), and/or “qualified purchasers” as defined under Section 2(a)(51) of the Investment Company Act of 1940, as amended (the “Company Act”) and will rely on exemptions from registration as investment companies with the SEC as set forth in Sections 3(c)(1) or 3(c)(7) of the Company Act. Investors and prospective investors in each Fund should refer to the Governing Documents of that Fund for information on the investment objectives and investment restrictions with respect to that Fund. There can be no assurance that any of the Funds’ investment objectives will be achieved, and TIP’s services are generally not tailored to the individualized needs of any particular investor of the Fund. Since TIP does not provide individualized advice to investors (and an investment in the Fund does not, in and of itself, create an advisory relationship between the investor and TIP), investors must consider whether a particular Fund meets their investment objectives and risk tolerance prior to investing. D. Wrap Fee Programs TIP does not participate in wrap fee programs. E. Client Assets Under Management As of the date of this Brochure, TIP has $86,297,050 in discretionary assets under management.