Tide Cove Capital Partners LLC
Firm details
- Headquarters
- ,
- CRD number
- 327373
- Registered since
- August 9, 2023
- Website
- tidecovecapital.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Other97.47%
- HNWI2.37%
- Individuals0.16%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tide Cove Capital Partners LLC is a privately held limited liability company that registered with the SEC in 2023. The firm is owned by an individual and focuses on portfolio management for individuals and small businesses. Its reported fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. Tide Cove does not identify as an ESG investor, is not a multi-state adviser, and does not list pension consulting or related-adviser activities.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities73%
- Public Funds/Mutual Funds25%
- Investment Grade Corp Bonds2%
Owners & executives
1 of 1Brett Upper
Principal And Chief Compliance OfficerCRD 5749519
Contacts
1 of 1
Michael Manos
PrincipalCRD 6453037
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 14Active vs passive
$155M in ETFs
89%
$138M
0%
$17.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $44.5M | 116,862 | 28.67% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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