Overview
Assets Under Management: $334 million
High-Net-Worth Clients: 2
Average Client Assets: $458 million
Frequently Asked Questions
INTERTIDE PARTNERS L.L.C. 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 L.L.C. is subject to fiduciary duty under federal law.
INTERTIDE PARTNERS L.L.C. serves 2 high-net-worth clients according to their SEC filing dated January 10, 2025. View client details ↓
According to their SEC Form ADV, INTERTIDE PARTNERS L.L.C. offers portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
INTERTIDE PARTNERS L.L.C. manages $334 million in client assets according to their SEC filing dated January 10, 2025.
According to their SEC Form ADV, INTERTIDE PARTNERS L.L.C. 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 High-Net-Worth Client Assets: $458 million
Total Client Accounts: 103
Discretionary Accounts: 1
Non-Discretionary Accounts: 102
Regulatory Filings
CRD Number: 326896
Last Filing Date: 2025-01-10 00:00:00
Website: https://intertidecap.com