Tidal Partners

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
20
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
323885
Registered since
July 28, 2023

Firm profile

FINTRX

Overview

Tidal Partners is organized as a limited liability company and is classified in the snapshot as an investment bank. The firm shows SEC registration in 2023 and is owned by a combination of a domestic entity and an individual. The snapshot indicates the firm does not operate as a capital allocator and does not identify as an active ESG investor. The firm has not provided descriptive entries for its client base, fee structure, or specific advisory and business activities in the available data. Several adviser flags are negative: it is not listed as a related adviser, not a pension consultant, and not flagged as a multi-state adviser in the snapshot.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 20
  • Deniz Abadan

    Deniz Abadan

    AnalystCRD 7920662

  • Ryan Horlick

    Ryan Horlick

    Investment Banking AnalystCRD 7931565

  • Aidan Murphy

    Aidan Murphy

    AssociateCRD 7450633

Unlock 17 more contacts

Wealth teams

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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

Palo Alto, CA

Santa Clara

Location

Palo Alto, CA

Headquartered in Palo Alto, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Santa Clara
Address
260 Homer Ave
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth