SPRINGTIDE PARTNERS

RIASEC RegisteredEst. 2022
Total AUM
$51M
Discretionary
$42.3M
83% of AUM
Avg account
$580K
Accounts
88
Employees
6
Advisory reps
5

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

FINTRX

Overview

Springtide Partners is an SEC-registered limited liability company that began registration in 2022 and is owned by an individual. The firm advises individuals and families, offering portfolio management for individuals and small businesses plus publication of periodicals or newsletters. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The adviser is not marked as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

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

Asset composition

Asset composition: Public Funds/Mutual Funds 46%, US Government Bonds 28%, Cash & Cash Equivalents 13%, Exchange Traded Equities 7%, Private Funds 5%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%46%
  • Public Funds/Mutual Funds46%
  • US Government Bonds28%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities7%
  • Private Funds5%

Owners & executives

1 of 1

  • Dennis 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

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth