Tidal Partners

Broker-DealerFINRA MemberEst. 2023
Total AUM
Advisory reps
24
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 FINTRX as an investment bank. The firm appears on the SEC registry with an initial registration year of 2023. Ownership is listed as a combination of a domestic entity and an individual. FINTRX flags the firm as not operating as a capital allocator and not active on ESG initiatives. It is also not designated as a multi-state adviser, not a pension consultant, and has no related adviser shown in the dataset. FINTRX does not supply detail on client segments, fee schedules, specific advisory services, or day-to-day business activities for Tidal Partners.

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 24
  • David Handler

    David Handler

    Co-Founder and PartnerCRD 1824416

  • David Neequaye

    David Neequaye

    Co-Founder and PartnerCRD 4840648

  • Matthew Stoner

    PartnerCRD 4916211

Unlock 21 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