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 and is classified in the data as an investment bank. The firm shows an SEC registration year of 2023 and ownership that includes both a domestic entity and an individual. The snapshot data indicates Tidal Partners is not positioned as a capital allocator, is not identified as an active ESG investor, is not a multi-state adviser, and is not flagged as a pension consultant or related adviser. Available fields for business activities, advisory services, and fee arrangements were not provided in the source material, so this profile focuses on the structural and regulatory attributes that are disclosed.

Assets & Accounts

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

    AnalystCRD 7920662

  • Ryan Horlick

    Investment Banking AnalystCRD 7931565

  • AIDAN MURPHY

    AssociateCRD 7450633

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