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Springtide Partners

Chicago, ILState-registered investment adviserCRD 287968

Filed as SPRINGTIDE PARTNERS · Legal name Springtide Partners, LLC

Springtide Partners is a state-registered investment advisory firm in Chicago, IL, registered since 2024, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 25, 2026.

2 years
registered since 2024
$51,004,370
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Springtide Partners compensated?

On its Form ADV (Item 5.E, October 2026), Springtide Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

Where is Springtide Partners located?

Springtide Partners' principal office is in Chicago, IL, according to its Form ADV.

Is Springtide Partners registered with the SEC or a state?

Springtide Partners is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 287968.

How much does Springtide Partners manage?

Springtide Partners reports $51,004,370 in regulatory assets under management in its Form ADV filing dated September 25, 2026 (83% discretionary).

How have Springtide Partners' assets and staff changed since 2022?

In the Form ADV data for Springtide Partners: Regulatory assets under management: $193,897,078 in the October 2022 data and $51,004,370 in the October 2026 data, down 74%. Total employees: 6 in October 2022 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

What types of clients does Springtide Partners serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (19); individuals (other than high net worth individuals) (5); other (5).

Does Springtide Partners report any disciplinary disclosures?

Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287968

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
  • Hourly charges
  • Fixed fees (other than subscription 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

Regulatory assets under management

Item 5.F
$51,004,370

$51,004,370 as of October 2026, filing dated September 25, 2026.

Discretionary: $42,300,903.Non-discretionary: $8,703,467.

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
Individuals (other than high net worth individuals)
Clients 5 Assets $4,085,669 (8%)
High net worth individuals
Clients 19 Assets $40,738,222 (80%)
Banking or thrift institutions
Clients 0 Assets $0 (0%)
Investment companies
Clients 0 Assets $0 (0%)
Business development companies
Clients 0 Assets $0 (0%)
Pooled investment vehicles (other than investment companies and business development companies)
Clients 0 Assets $0 (0%)
Pension and profit sharing plans (but not the plan participants or government pension plans)
Clients 0 Assets $0 (0%)
Charitable organizations
Clients Fewer than 5 Assets $4,889,306 (10%)
State or municipal government entities (including government pension plans)
Clients 0 Assets $0 (0%)
Other investment advisers
Clients Fewer than 5 Assets $274,999 (1%)
Insurance companies
Clients 0 Assets $0 (0%)
Sovereign wealth funds and foreign official institutions
Clients 0 Assets $0 (0%)
Corporations or other businesses not listed above
Clients 0 Assets $0 (0%)
Other
Clients 5 Assets $1,016,174 (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
  • Publication of periodicals or newsletters
  • Other

Registration and firm details

Items 1, 2, 5
Legal name
Springtide Partners, LLC
Registration
State-registered investment adviser. Status as filed: APPROVED.
Registered since
2024 (2 years)
Employees
Total: 6. Performing investment advisory functions: 2.
Wrap fee program participation
No.
States registered or notice-filed
3 states or jurisdictions
ILMNTX

State-registered investment advisers are examined by their state securities regulator. 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
$194M 2022 $506M 2023 $42.1M 2024 $51M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$51,004,3706September 25, 2026
October 2024$42,092,3369September 24, 2024
October 2023$506,373,4688March 28, 2023
October 2022$193,897,0786April 26, 2022

Regulatory assets under management: $193,897,078 in the October 2022 data and $51,004,370 in the October 2026 data, down 74%.

Total employees: 6 in October 2022 and 6 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
springtide-partners.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. Springtide Partners (CRD 287968): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/springtide-partners-chicago-il-287968