AdvisorCensus / Financial advisors / Illinois / Chicago / Intertide Partners
Intertide Partners
Filed as INTERTIDE PARTNERS · Legal name Intertide Partners L.L.C.
Intertide Partners is an SEC-registered investment advisory firm in Chicago, IL, registered since 2023, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 30, 2026.
Quick answers
From the filingHow is Intertide Partners compensated?
On its Form ADV (Item 5.E, October 2026), Intertide Partners reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is Intertide Partners located?
Intertide Partners' principal office is in Chicago, IL, according to its Form ADV.
Is Intertide Partners registered with the SEC or a state?
Intertide Partners is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 326896.
How much does Intertide Partners manage?
Intertide Partners reports $971,442,435 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (2% discretionary).
How have Intertide Partners' assets and staff changed since 2024?
In the Form ADV data for Intertide Partners: Regulatory assets under management: $334,007,332 in the October 2024 data and $971,442,435 in the October 2026 data, up 191%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Intertide Partners serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).
Which custodians does Intertide Partners use?
Intertide Partners' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Northern Trust Securities, Inc. as custodians holding 10% or more of its separately managed account assets.
Does Intertide Partners report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326896
Does Intertide Partners state an account minimum?
Its Form ADV Part 2A brochure dated April 30, 2026 says: "The Firm typically requires a minimum initial account size of $50,000,000 but reserves the right to accept client accounts that do not meet these minimum conditions."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $50,000,000
The brochure's wording
The Firm typically requires a minimum initial account size of $50,000,000 but reserves the right to accept client accounts that do not meet these minimum conditions.
As stated in the firm's Form ADV Part 2A brochure dated April 30, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$971,442,435 as of October 2026, filing dated April 30, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Intertide Partners L.L.C.
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2023 (2 years)
- Employees
- Total: 3. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
- Not reported.
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $971,442,435 | 3 | April 30, 2026 |
| October 2025 | $928,051,558 | 3 | March 27, 2025 |
| October 2024 | $334,007,332 | 2 | March 28, 2024 |
Regulatory assets under management: $334,007,332 in the October 2024 data and $971,442,435 in the October 2026 data, up 191%.
Total employees: 2 in October 2024 and 3 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Intertide Partners (CRD 326896): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/intertide-partners-chicago-il-326896