Overview
Assets Under Management: $928 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 2
Average Client Assets: $458.3 million
Frequently Asked Questions
INTERTIDE PARTNERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #326896), INTERTIDE PARTNERS is subject to fiduciary duty under federal law.
INTERTIDE PARTNERS is headquartered in CHICAGO, IL.
INTERTIDE PARTNERS serves 2 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, INTERTIDE PARTNERS offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
INTERTIDE PARTNERS manages $928 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, INTERTIDE PARTNERS serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.76%
Average Client Assets: $458.3 million
Total Client Accounts: 308
Discretionary Accounts: 1
Non-Discretionary Accounts: 307
Regulatory Filings
CRD Number: 326896
Filing ID: 1957354
Last Filing Date: 2025-03-27 15:23:00