Tide Cycle Resources LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.9B
Discretionary
$0
0% of AUM
Avg account
$1.9B
Accounts
1
Employees
3
Advisory reps
3

Firm details

Headquarters
Portsmouth, New Hampshire
CRD number
330698
Registered since
May 30, 2024
Custodians
THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tide Cycle Resources LLC is an independent SEC-registered investment adviser organized as an LLC and registered in 2024. The firm serves individual and family clients and operates as a capital allocator, charging fees based on a percentage of assets under management. Its advisory scope centers on portfolio management for individuals and small businesses and the selection of other advisers to manage portions of client assets. The firm does not identify as an active ESG investor and is not positioned as a multi-state or pension consultant adviser.

Assets & Accounts

Investments & Alternatives

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 63%, Other 37%63%
  • Public Funds/Mutual Funds63%
  • Other37%

Owners & executives

2 of 2
  • Kate Dumas

    Kate Dumas

    Chief of Staff & Deputy CIOCRD 7353824

  • Hannah Tackett

    Hannah Tackett

    Chief Operating Officer & Chief Compliance OfficerCRD 6285272

Contacts

1 of 1
  • Jeffrey Croteau

    Jeffrey Croteau

    FounderCRD 4005980

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Portsmouth, NH

Rockingham

Location

Portsmouth, NH

Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Rockingham
Address
36 Maplewood Ave
Time zone
ET (UTC-5)
Office locations

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