INTERTIDE PARTNERS

RIASEC RegisteredEst. 2023

Total AUM

$971M

Discretionary

$20.5M

2% of AUM

Avg account

$3.2M

Accounts

301

Employees

Advisory reps

Firm details

Headquarters: CHICAGO, Illinois
CRD number: 326896
Registered since: December 4, 2023
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: HNWI97.89%
Pooled Investment Vehicles2.11%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Intertide Partners is organized as an LLC and operates as a private equity fund manager that primarily serves institutional clients. The firm provides portfolio management for pooled investment vehicles and for individuals/small businesses, and it also engages in the selection of external advisers. Its compensation structure combines a percentage-of-AUM fee with performance-based fees, which aligns with private fund economics. Intertide registered with the SEC in 2023. Ownership is recorded as a mix of a domestic entity and an individual. The firm does not identify as an active ESG investor and is not registered as a multi-state advisor.