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TIDEMARK MANAGEMENT COMPANY LP
855 Oak Grove Ave
Menlo Park, California 94025
Tel: 650-260-4887
About TIDEMARK MANAGEMENT COMPANY LP
TIDEMARK MANAGEMENT COMPANY LP, formally registered with the SEC as TIDEMARK MANAGEMENT COMPANY LP. The firm was established in 07/29/2022. They have over 1 offices throughout the country.
TIDEMARK MANAGEMENT COMPANY LP is a Menlo Park, California based Financial Planning firm with nearly $598,885,895 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 16 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 313541 |
| SEC# | 801-126266 |
| Assets Managed by Firm | $598,885,895 |
| No. of Clients | 4 |
| No. of Advisors | 16 |
Fee Structure
- A percentage of AUM
- Performance Based
Advisory Services Provided
- Portfolio management for pooled investment vehicles
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 4 | $598,885,895 |
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