# Springtide Partners

> 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.

- CRD: 287968
- Filed as: SPRINGTIDE PARTNERS
- Legal name: Springtide Partners, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Chicago, IL
- Filing period: October 2026
- Form ADV filing dated: September 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287968
- AdvisorCensus page: https://advisorcensus.com/firm/springtide-partners-chicago-il-287968

## Quick answers

**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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**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

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $51,004,370
- Discretionary: $42,300,903
- Non-discretionary: $8,703,467

### Clients (Item 5.D)

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

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 6 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL, MN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- springtide-partners.com
- Facebook @SPRINGTIDE-PARTNERS
- LinkedIn @SPRINGTIDE-PARTNERS
- X @SPRINGTIDETALKS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $193,897,078 | 6 | April 26, 2022 |
| October 2023 | $506,373,468 | 8 | March 28, 2023 |
| October 2024 | $42,092,336 | 9 | September 24, 2024 |
| October 2026 | $51,004,370 | 6 | September 25, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Springtide Partners (CRD 287968): Form ADV filing data as of October 2026.