Tidal Partners

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
24
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
323885
Registered since
July 28, 2023

Firm profile

FINTRX

Overview

Tidal Partners is organized as a limited liability company and appears in regulator records with an SEC registration date of 2023. The firm is classified in the data as an investment bank and is owned by a combination of a domestic entity and an individual. The available information indicates it does not act as a capital allocator and is not identified as an active ESG investor, a multi-state adviser, a pension consultant, or a related adviser. The firm has not provided public detail about its core business activities, advisory services, fee structure, or target client segments in the source data.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

3 of 24
  • David Handler

    David Handler

    Co-Founder and PartnerCRD 1824416

  • David Neequaye

    David Neequaye

    Co-Founder and PartnerCRD 4840648

  • Matthew Stoner

    PartnerCRD 4916211

Unlock 21 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
260 Homer Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth