Tidemark Management Company Lp
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Overview
Tidemark Management Company Lp operates as an advisory company headquartered in Menlo Park, California. The company controls $630.4 million in assets throughout four accounts, placing it among the bigger investment advisory firms in the United States by assets under management (AUM). The firm has a small team, including 8 financial advisors. Tidemark Management Company Lp is not a registered broker-dealer, signifying that the firm cannot buy and sell securities for its clients' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial assets such as bonds, stocks and options.
Tidemark Management Company Lp administers all of its client assets in a discretionary manner. Discretionary management is a structure in which a portfolio manager makes buy and sell decisions for the client's account without requiring the client's consent. The company's typical account size is $157.6 million. The typical financial advisor at Tidemark Management Company Lp oversees fewer than one client account, making it one of the most individualized financial advisor firms in the country.
Tidemark Management Company Lp's main office is located at 855 Oak Grove Ave, Menlo Park, California 94025. It is registered to provide services to customers in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Tidemark Management Company Lp by the Numbers
$630.4 million
13
4
$157.6 million
Fee Structure
A financial advisor's fees typically depend on the financial services offered. Fees charged by Tidemark Management Company Lp can include some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm caters to pooled investment vehicles. Out of its four customers, Tidemark Management Company Lp's largest client group by number of accounts is pooled investment vehicles. None of the company's customers reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Tidemark Management Company Lp does not have any disclosures.
Please visit its Form ADV for more details.
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