TIDEMARK MANAGEMENT COMPANY LP
Firm details
- Headquarters
- MENLO PARK, California
- CRD number
- 313541
- Registered since
- July 29, 2022
- Website
- www.tidemarkcap.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Tidemark Management Company LP is a limited partnership that manages pooled private investment vehicles for institutional investors. The firm is registered with the SEC (2022) and positions itself primarily as a private equity fund manager and sponsor/GP of pooled vehicles. Its advisory activity centers on portfolio management for those pooled vehicles rather than providing retail wealth-management services. Investment activity is concentrated in privately negotiated and fund-based strategies. Tidemark favors private equity commitments as its core allocation and supplements that exposure with allocations to venture capital, hedge funds and private credit through third-party managers. The firm charges a combination of percentage-of-AUM and performance-based fees and identifies as an active ESG investor, integrating environmental, social and governance factors into its investment and manager-selection process. Tidemark’s client base is institutional and the firm acts as sponsor and managing member of the pooled vehicles it advises, indicating both manager-of-funds responsibilities and direct capital deployment features typical of private fund sponsors.
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
Contacts
1 of 1DAVID YUAN
Founder & PartnerCRD 6314782
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MENLO PARK, CA
SAN MATEO
Location
MENLO PARK, CA
Headquartered in MENLO PARK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SAN MATEO
- Address
- 855 Oak Grove Ave
- Time zone
- PT (UTC-8)
- Office locations
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