Overview
Assets Under Management: $42 million
Headquarters: CHICAGO, IL
High-Net-Worth Clients: 10
Average Client Assets: $3.0 million
Frequently Asked Questions
SPRINGTIDE 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 #287968), SPRINGTIDE PARTNERS is subject to fiduciary duty under federal law.
SPRINGTIDE PARTNERS is headquartered in CHICAGO, IL.
SPRINGTIDE PARTNERS serves 10 high-net-worth clients according to their SEC filing dated September 24, 2024. View client details ↓
According to their SEC Form ADV, SPRINGTIDE PARTNERS offers portfolio management for individuals. View all service details ↓
SPRINGTIDE PARTNERS manages $42 million in client assets according to their SEC filing dated September 24, 2024.
According to their SEC Form ADV, SPRINGTIDE PARTNERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 10
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.08%
Average Client Assets: $3.0 million
Total Client Accounts: 93
Discretionary Accounts: 93
Regulatory Filings
CRD Number: 287968
Filing ID: 1894799
Last Filing Date: 2024-09-24 15:08:00