Tidal Partners
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 323885
- Registered since
- July 28, 2023
- Website
- www.tidalpartners.com
Firm profile
FINTRXOverview
Tidal Partners is organized as a limited liability company and is categorized in the data as an investment bank. The firm registered with the SEC in 2023. Ownership is reported as a combination of a domestic entity and an individual. The firm is not identified as a capital allocator and is not marked as an active ESG investor. It is also not listed as a multi-state adviser, a pension consultant, or a related adviser in the provided information. No details were supplied about advisory services offered, fee schedules, or target client segments.
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
Contacts
3 of 25
David Handler
Co-Founder and PartnerCRD 1824416
David Neequaye
Co-Founder and PartnerCRD 4840648
Matthew Stoner
PartnerCRD 4916211
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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