TIDE CYCLE RESOURCES LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Other37%
Owners & executives
1 of 1KATE DUMAS
Chief of Staff & Deputy CIOCRD 7353824
Contacts
1 of 1JEFFREY CROTEAU
FounderCRD 4005980
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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