Tide Cove Capital Partners LLC

RIASEC RegisteredEst. 2023
Total AUM
$183M
Discretionary
$183M
100% of AUM
Avg account
$12.2M
Accounts
15
Employees
2
Advisory reps
2

Firm details

Headquarters
,
CRD number
327373
Registered since
August 9, 2023
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 73%, Public Funds/Mutual Funds 25%, Investment Grade Corp Bonds 2%73%
  • Exchange Traded Equities73%
  • Public Funds/Mutual Funds25%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Brett Upper

    Principal And Chief Compliance OfficerCRD 5749519

Contacts

1 of 1
  • Michael Manos

    Michael Manos

    PrincipalCRD 6453037

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 14

Active vs passive

$230M in ETFs

Passive

93%

$214M

Active

0%

$15.9M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD GROWTH INDEX FUND (VUG)VanguardPassiveLarge Growth$91.9M110,63639.90%

Location

Primary office

, null

Location

, null

Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth