SPRINGTIDE

Exempt Reporting AdvisorFINRA Member
Total AUM
Accounts
0
Advisory reps
6
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
CAMBRIDGE, Massachusetts
CRD number
300815

Firm profile

FINTRX

Overview

Springtide operates as a limited liability company controlled by an individual owner and functions primarily as a sponsor and general partner for pooled investment vehicles. The firm is organized around fund management rather than traditional advisory relationships with retail or institutional advisory accounts. Public regulatory details and a year of SEC registration are not provided in the source material. The firm is not identified as an active ESG investor, nor is it presented as a multi-state adviser or pension consultant. Springtide’s structural role—listed as sponsor, GP, and managing member—signals that its business model centers on creating and operating pooled private investment vehicles rather than acting as a typical registered investment adviser providing custody or brokerage-facing services to external accounts.

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 6
  • Walters Austin

    Co-Founder & Managing PartnerCRD 7075013

  • Dan Lambert

    Co-FounderCRD 7074778

  • Ryan Morley

    PartnerCRD 8246671

Unlock 3 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

CAMBRIDGE, MA

MIDDLESEX

Location

CAMBRIDGE, MA

Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
MIDDLESEX
Address
13 Huntington St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth