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Tidemark LLC
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CRD # | 327611 |
SEC # | 801-128758 |
CIK # | 0002009591 |
AUM | $250.5 MM (2024-05-07) |
Employees | 8 (75% Investors, 75% Brokers) |
Phone | 888-791-0197 |
Address | 5405 Morehouse Dr San Diego, CA 92121 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
Total AUM ($MM) |
---|
Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
AAPL | 2,382,844.0 | 3.8 | |
SPTS | 2.8 | ||
TSLA | 723,390.3 | 2.7 | |
AMZN | 1,092,997.8 | 2.0 | |
GLDM | 1.3 | ||
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 488 | 90.4 |
(b) Individuals (high net worth individuals) | 179 | 151.9 |
(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 | 7 | 3.3 |
(h) Charitable organizations | 6 | 3.1 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(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 | 4 | 1.8 |
(n) Other | 0 | 0.0 |
Total | 1,033 | 250.5 |
By Discretionary | ||
Discretionary | 1,033 | 250.5 |
Non-Discretionary | 0 | 0.0 |
Total | 1,033 | 250.5 |
By Non-United States Persons | ||
Non-United States Persons | 10.1 | |
United States Persons | 240.4 | |
Total | 1,033 | 250.5 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0002009591] |
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