Tidal Partners

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
22
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 that identifies itself within the investment bank classification and is registered with the SEC in 2023. Ownership is reported as a mix of a domestic entity and an individual. Public filings indicate the firm does not operate as a capital allocator and is not active on ESG mandates; it is also not designated as a multi-state adviser, pension consultant, or related adviser. Public disclosures for Tidal Partners provide limited detail about its client mix, fee arrangements, or day-to-day advisory activities. The firm’s self-reported profile is sparse beyond its organizational form and a handful of regulatory designations, so the exact scope of services (for example, whether it focuses on underwriting, M&A advisory, or wealth management) is not documented in the available data.

Location & Offices

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 22
  • Deniz Abadan

    Deniz Abadan

    AnalystCRD 7920662

  • Ian Chen

    CRD 8316059

  • Ryan Horlick

    Ryan Horlick

    Investment Banking AnalystCRD 7931565

Unlock 19 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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