Tide Rock Leverageco Manager, LLC

RIASEC Registered
Total AUM
$909M
Discretionary
$909M
100% of AUM
Avg account
$303M
Accounts
3
Employees
53
Advisory reps
4

Firm details

Headquarters
Solana Beach, California
CRD number
342458
Registered since
June 8, 2026
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tide Rock Leverageco Manager, LLC is a limited liability company that operates as an institutional registered investment adviser. The firm registered with the SEC in 2026 and focuses on portfolio management for pooled investment vehicles. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees, consistent with active management of closed or pooled funds. The firm is not identified as an active ESG investor, and the available data characterize it as a single-state, non-pension-consulting adviser. Ownership is listed as a mix of a domestic entity and an individual.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Shoshana Thoma-Isgur

    Chief Compliance OfficerCRD 7971319

  • Ryan Peddycord

    CEOCRD 8260011

  • Timothy Mullany

    CFO & CCOCRD 8275932

Contacts

1 of 1
  • Brooks Kincaid

    CRD 4998237

Wealth teams

FINTRX

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

Solana Beach, CA

San Diego

Location

Solana Beach, CA

Headquartered in Solana Beach, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
343 S Highway 101
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth