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INTERTIDE PARTNERS

CHICAGO, IL · CRD 326896 · IAPD ↗ · intertidepartners.com · 312.961.5048

$971.4MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
2Private funds
0States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2025 — INTERTIDE PARTNERS crossed $500M in regulatory AUM ($334.0M -> $928.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
73
April 2024 — INTERTIDE PARTNERS reported RAUM up 2711% ($11.9M -> $334.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2024 — INTERTIDE PARTNERS's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP

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