TIDE COVE CAPITAL PARTNERS LLC
Adviser information for TIDE COVE CAPITAL PARTNERS LLC last updated from Form ADV on January 9th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 2 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $550,000 |
| Non-Discretionary | 1 | $122.0M |
| Total | 2 | $122.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | <5 | $550,000 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | <5 | $122.0M |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesINVESTMENT CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-128540 |
|---|---|
| SEC ERA File Number | 801-128540 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 327373 |
| Legal Entity Identifier | None |
Principal Office
1735 OLIVER AVENUESAN DIEGO
CA
United States
Monday - Friday, BY APPOINTMENT
Tel: 858-224-3507, Fax: None
Websites
Chief Compliance Officer
BRETT UPPER
PRINCIPAL
4629 CASS STREET
SAN DIEGO
CA
United States
Tel:
858-224-3507
B**********@******************M
(Full email address available in API data)
Regulatory Contact
MICHAEL MANOS
PRINCIPAL
4629 CASS STREET
SAN DIEGO
CA
United States
M*********@******************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MANOS, MICHAEL, Alexander | Individual | – | PRINCIPAL | 07/2023 | 25-50% |
| UPPER, BRETT, JAMES | Individual | – | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 07/2023 | 25-50% |