Springtide Partners LLC

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Assets, Funds, Holdings

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Springtide Partners LLC
CRD #287968
SEC #801-124707
CIK #
AUM $42.1 M (2024-09-24)
Employees 9 (22% Investors, 0% Brokers)
Phone312-620-6362
Address444 North Wabash Avenue
Chicago, IL 60611
Source [IAPD] [Website] [Twitter] [Facebook]
Total AUM ($M)
60048036024012002009201420192025
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 15 10.2
(b) Individuals (high net worth individuals) 10 29.9
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 1.7
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.3
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 93 42.1
By Discretionary
Discretionary 93 42.1
Non-Discretionary 0 0.0
Total 93 42.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 42.1
Total 93 42.1
Comparable Firms State AUM ($B)
Brooks Wayne I
NY 0.1
Savicki Capital LLC
NY 0.1
Lowell Road Asset Management Inc
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Hodge Financial Services LLC
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Savvi Financial LLC
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Focus Planning Group LLC
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Complete Financial Planning Inc
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