National Retirement Planning Experts

National Coverage
Local Professionals

TIDEMARK MANAGEMENT COMPANY LP

855 Oak Grove Ave
Menlo Park, California 94025
Tel: 650-260-4887

Need a Financial Advisor?
Compare Vetted Advisors

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 StatusApproved
Firm CRD#313541
SEC#801-126266
Assets Managed by Firm$598,885,895
No. of Clients4
No. of Advisors16

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total4$598,885,895

More Retirement Planning firms in Menlo Park, California:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors

Explore More Retirement Advisors in Menlo Park, California