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| Happy Holidays!! thanks for using AUM13F!! |
| Tidemark LLC
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| CRD # | 327611 |
| SEC # | 801-128758 |
| CIK # | 0002009591 |
| AUM | $344.6 M (2025-05-22) |
| Employees | 8 (100% Investors, 88% Brokers) |
| Phone | 888-791-0197 |
| Address | 5405 Morehouse Dr San Diego, CA 92121 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002009591 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| World Currency Gold Trust | 4.8 | ||
| Apple Inc | 3.7 | ||
| Tesla Motors Inc | 2.7 | ||
| Amazon Com Inc | 2.4 | ||
| Trebia Acquisition Corp | 2.3 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 722 | 122.8 |
| (b) Individuals (high net worth individuals) | 229 | 213.7 |
| (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 | 8 | 3.3 |
| (h) Charitable organizations | 6 | 3.9 |
| (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 | 3 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,567 | 344.6 |
| By Discretionary | ||
| Discretionary | 1,557 | 341.3 |
| Non-Discretionary | 10 | 3.3 |
| Total | 1,567 | 344.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 344.6 | |
| Total | 1,567 | 344.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002009591] |
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