Investment adviser · CRD 287968
SPRINGTIDE PARTNERS
Investment adviser filing (IA)
SPRINGTIDE PARTNERS, LLC
CHICAGO, IL, United States · Form ADV filed Sep 24, 2024
- Regulatory AUM
- $42.1M Form ADV · Item 5.F
- Client accounts
- 93 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 10 | $29,917,510 | 71.1% |
| Individuals | 15 | $10,173,992 | 24.2% |
| Charities | Fewer than 5 | $1,690,559 | 4.0% |
| Other investment advisers | Fewer than 5 | $310,275 | 0.7% |
Filing source
Form ADV 1894799 · Sep 24, 2024 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Sep 24, 2024. View historical filings
Reported services
Individual portfolio management · Publication of newsletters
Compensation
Percentage of assets · Hourly · Fixed
Principal office
444 NORTH WABASH AVENUE, SUITE 300CHICAGO, IL, 60611, United States
CRD 287968
Filing source
Form ADV 1894799 · Sep 24, 2024 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.