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 recorded as an SEC-registered entity in 2023. FINTRX classifies the firm as an investment bank rather than a traditional advisory firm: it is not identified as a capital allocator, is not active on ESG mandates, and is not listed as a multi-state investment adviser. Ownership is noted as a mix of a domestic entity and an individual. The firm has not supplied details on its advisory activities, client types, fee structure, or typical investment preferences.

Assets & Accounts

Location & Offices

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

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

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

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