Springtide Partners

RIASEC RegisteredEst. 2022
Total AUM
$51M
Discretionary
$42.3M
83% of AUM
Avg account
$580K
Accounts
88
Employees
6
Advisory reps
5

Firm details

Headquarters
Chicago, Illinois
CRD number
287968
Registered since
April 22, 2022
Website
springtide-partners.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.87%
  • Charitable Organizations9.59%
  • Individuals8.01%
  • Other1.99%
  • Other Investment Advisers0.54%
Services
Portfolio Management for IndividualsPublication of Periodicals

Firm profile

FINTRX

Overview

Springtide Partners is a small, owner-operated registered investment adviser organized as an LLC and SEC-registered in 2022. It focuses on serving individual and family clients through discretionary and non-discretionary portfolio management and also produces periodicals or newsletters as part of its client communications. The firm bills using a mix of percentage-of-AUM fees plus hourly and fixed-fee arrangements. Springtide does not present itself as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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 46%, US Government Bonds 28%, Cash & Cash Equivalents 13%, Exchange Traded Equities 7%, Private Funds 5%, Non-Exchange Traded Equities 1%, State & Local Bonds 1%, Investment Grade Corp Bonds 1%, Derivatives 1%46%
  • Public Funds/Mutual Funds46%
  • US Government Bonds28%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities7%
  • Private Funds5%

Owners & executives

1 of 1

  • Dennis Dirlam

    Co-Founder and Chief Investment OfficerCRD 6995042

Contacts

3 of 4
  • Paul Courtney

    Paul Courtney

    Director of ResearchCRD 6767072

  • Aaron Dirlam

    Aaron Dirlam

    Co-FounderCRD 4774219

  • Eileen Dirlam

    OwnerCRD 6995044

Unlock 1 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Chicago, IL

Cook

Location

Chicago, IL

Headquartered in Chicago, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
Cook
Address
15 W Hubbard St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth