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TIDEMARK MANAGEMENT COMPANY LP

MENLO PARK, CA · CRD 313541 · IAPD ↗ · tidemarkcap.com · 650-260-4887

$699.6MRegulatory AUM
9Advisory reps
16Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — TIDEMARK MANAGEMENT COMPANY LP shrank from 12 to 9 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
38
April 2025 — TIDEMARK MANAGEMENT COMPANY LP added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
55
April 2025 — TIDEMARK MANAGEMENT COMPANY LP grew from 10 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2024 — TIDEMARK MANAGEMENT COMPANY LP grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.