AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Illinois / Chicago / Intertide Partners

Intertide Partners

Chicago, ILSEC-registered investment adviserCRD 326896

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.

2 years
registered since 2023
$971,442,435
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How 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 2A

Account 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

$971,442,435 as of October 2026, filing dated April 30, 2026.

Discretionary: $20,463,513.Non-discretionary: $950,978,922.

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.D
High net worth individuals
Clients Fewer than 5 Assets $950,978,922 (98%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 2 Assets $20,463,513 (2%)

A 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 11

None 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
$334M 2024 $928M 2025 $971M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$971,442,4353April 30, 2026
October 2025$928,051,5583March 27, 2025
October 2024$334,007,3322March 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 months

No 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.I
intertidepartners.com

Source: 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