Springtide Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$44,823,891
Clients
24
79% high-net worth
Advisors
2
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
12
Very LowAverage account size
$1,867,662
About
SpringTide Partners provides investment research and discretionary portfolio management primarily for individual and high‑net‑worth clients, while also contracting research services to other investment advisers, institutions, trusts and corporations. Its service set includes manager due diligence, strategic and tactical asset allocation, portfolio design and ongoing risk monitoring, along with regular market commentary.
The firm builds individualized investment programs and Investment Policy Statements and applies both fundamental and technical analysis as part of its decision process, with periodic rebalancing and the option to employ tactical shifts. SpringTide manages separate client accounts on a discretionary basis and may use derivatives (including options) within those separately managed accounts for hedging or yield‑enhancement purposes.
Distinctive features include a formal program of newsletters, white papers and white‑label research offerings sold or provided to other firms and clients, a capability not typical for firms of this size. SpringTide also operates under common ownership with another registered adviser and may recommend affiliated ETFs, a relationship it discloses as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.25% $50,000,001+: 0.15%
$300 per hour for limited investment research services
Investment research fixed annual fees up to $400,000 billed quarterly in advance
Main office location
Springtide Partners
15 West Hubbard Street, Suite 500
Chicago IL 60654, United States
Number of offices
2
Most active in
Illinois · Minnesota · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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