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 an independent registered investment adviser organized as a limited liability company and SEC-registered in 2023. The firm is owned by an individual and positions itself as a boutique portfolio manager serving individuals and small businesses. Its fee model is mixed—percentage of AUM combined with hourly and fixed-fee engagements—which suggests flexibility for both ongoing portfolio management and project-based consulting. Tide Cove does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
$230M in ETFs
93%
$214M
0%
$15.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD GROWTH INDEX FUND (VUG) | Vanguard | Passive | Large Growth | $91.9M | 110,636 | 39.90% |
Location
, null
Location
, null
Headquartered in , null.
- Office locations
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