TIDE CYCLE RESOURCES LLC

RIASEC RegisteredEst. 2024
Total AUM
$1.9B
Discretionary
$0
0% of AUM
Avg account
$1.9B
Accounts
1
Employees
2
Advisory reps
2

Firm details

Headquarters
PORTSMOUTH, New Hampshire
CRD number
330698
Registered since
May 30, 2024
Custodians
THE VANGUARD GROUP, INC.
Fee structure
Percentage of AUM
Client types
  • HNWI100%
Services
Portfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tide Cycle Resources LLC is a privately owned limited liability company that registered with the SEC in 2024 and operates as a capital allocator for individual and family clients. The firm’s advisory mandate centers on portfolio management for individuals and small businesses and on selecting third‑party advisers where outside manager expertise is needed. Tide Cycle runs a percentage‑of‑AUM fee model and reports a non‑ESG investing stance. Investment practice is tilted toward managed, pooled vehicles rather than direct security selection. The firm reports a predominantly non‑discretionary relationship model, which means Tide Cycle typically provides advice and implements manager selections while the client retains final decision authority. The adviser also positions itself to appoint other advisers or specialists when allocating into strategies or alternative managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 63%, Other 37%63%
  • Public Funds/Mutual Funds63%
  • Other37%

Owners & executives

1 of 1
  • KATE DUMAS

    Chief of Staff & Deputy CIOCRD 7353824

Contacts

1 of 1
  • JEFFREY CROTEAU

    FounderCRD 4005980

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

PORTSMOUTH, NH

ROCKINGHAM

Location

PORTSMOUTH, NH

Headquartered in PORTSMOUTH, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
ROCKINGHAM
Address
36 Maplewood Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth