Springtide Partners
Firm details
- Headquarters
- Chicago, Illinois
- CRD number
- 287968
- Registered since
- April 22, 2022
- Website
- springtide-partners.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI79.87%
- Charitable Organizations9.59%
- Individuals8.01%
- Other1.99%
- Other Investment Advisers0.54%
- Services
- Portfolio Management for IndividualsPublication of Periodicals
Firm profile
FINTRXOverview
Springtide Partners is a privately owned limited liability company that provides advisory services to individual and family clients. Its practice centers on portfolio management for individuals and small businesses and it also produces periodic publications or newsletters. The firm charges a mix of fee structures — percentage of assets under management, hourly fees, and flat fees — which suggests flexibility for different client relationships and project work. Springtide reports registrations in Illinois, Minnesota and Texas and lists an individual owner; it does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- US Government Bonds28%
- Cash & Cash Equivalents13%
- Exchange Traded Equities7%
- Private Funds5%
Owners & executives
1 of 1Dennis Dirlam
Co-Founder and Chief Investment OfficerCRD 6995042
Contacts
3 of 4
Paul Courtney
Director of ResearchCRD 6767072

Aaron Dirlam
Co-FounderCRD 4774219
Eileen Dirlam
OwnerCRD 6995044
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Chicago, IL
Cook
Location
Chicago, IL
Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- Cook
- Address
- 15 W Hubbard St
- Time zone
- CT (UTC-6)
- Office locations
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