# Intertide Partners

> 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.

- CRD: 326896
- Filed as: INTERTIDE PARTNERS
- Legal name: Intertide Partners L.L.C.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326896
- AdvisorCensus page: https://advisorcensus.com/firm/intertide-partners-chicago-il-326896

## Quick answers

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Fees and minimums (Form ADV Part 2A brochure dated April 30, 2026)

- Account minimum: $50,000,000

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Northern Trust Securities, Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $971,442,435
- Discretionary: $20,463,513
- Non-discretionary: $950,978,922

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | Fewer than 5 | $950,978,922 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $20,463,513 |

### 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)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- intertidepartners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $334,007,332 | 2 | March 28, 2024 |
| October 2025 | $928,051,558 | 3 | March 27, 2025 |
| October 2026 | $971,442,435 | 3 | April 30, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Intertide Partners (CRD 326896): Form ADV filing data as of October 2026.