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Tide Cove Capital Partners LLC

San Diego, CASEC-registered investment adviserCRD 327373

Filed as TIDE COVE CAPITAL PARTNERS LLC

Tide Cove Capital Partners LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 18, 2026.

3 years
registered since 2023
$183,102,977
assets under management
3 arrangements
Percentage of assets, Hourly and more
None
disclosure items (Item 11)

Quick answers

From the filing

How is Tide Cove Capital Partners LLC compensated?

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

How much does Tide Cove Capital Partners LLC charge?

Its Form ADV Part 2A brochure dated March 18, 2026 states: Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states); Hourly rate: $300 an hour (investment consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

Where is Tide Cove Capital Partners LLC located?

Tide Cove Capital Partners LLC's principal office is in San Diego, CA, according to its Form ADV.

Is Tide Cove Capital Partners LLC registered with the SEC or a state?

Tide Cove Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 327373.

How much does Tide Cove Capital Partners LLC manage?

Tide Cove Capital Partners LLC reports $183,102,977 in regulatory assets under management in its Form ADV filing dated March 18, 2026 (100% discretionary).

How have Tide Cove Capital Partners LLC's assets and staff changed since 2023?

In the Form ADV data for Tide Cove Capital Partners LLC: Regulatory assets under management: $0 in the October 2023 data and $183,102,977 in the October 2026 data. Total employees: 2 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

Which custodians does Tide Cove Capital Partners LLC use?

Tide Cove Capital Partners LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

Does Tide Cove Capital Partners LLC 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/327373

Does Tide Cove Capital Partners LLC state an account minimum?

Its Form ADV Part 2A brochure dated March 18, 2026 says: "Tide Cove Capital generally does not impose a minimum relationship size."

What changed in Tide Cove Capital Partners LLC's recent Form ADV filings?

In the April 2026 filing data: Regulatory assets under management went from $142,100,213 to $183,102,977 (+29%).

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

Fees and minimums

Form ADV Part 2A

Asset-based fee: up to 1.25% of assets a year (the maximum the brochure states)

The brochure's wording
Investment advisory fees are based on the market value of assets under management at the end of the calendar quarter. Investment advisory fees range up to 1.25% annually and are based on several factors
Certain Clients may be offered a fixed annual fee not to exceed the fee range described above.
Tide Cove Capital offers investment consulting services at an hourly rate up to $300 per hour.

Account minimum: None

The brochure's wording
Tide Cove Capital generally does not impose a minimum relationship size.

Hourly rate: $300 an hour (investment consulting services)

The brochure's wording
Tide Cove Capital offers investment consulting services at an hourly rate up to $300 per hour. Fees may be negotiable based on the nature and complexity of the services to be provided

As stated in the firm's Form ADV Part 2A brochure dated March 18, 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
$183,102,977

$183,102,977 as of October 2026, filing dated March 18, 2026.

Discretionary: $183,102,977.Non-discretionary: $0.

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 Fewer than 5 Assets $286,815 (0%)
High net worth individuals
Clients Fewer than 5 Assets $4,337,263 (2%)
Other
Clients Fewer than 5 Assets $178,478,899 (97%)

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
  • Other

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2023 (3 years)
Employees
Total: 2. 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
1 state or jurisdiction
CA

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
$0 2023 $123M 2024 $142M 2025 $183M 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$183,102,9772March 18, 2026
October 2025$142,100,2132July 10, 2025
October 2024$122,552,8692April 11, 2024
October 2023$02July 10, 2023

Regulatory assets under management: $0 in the October 2023 data and $183,102,977 in the October 2026 data.

Total employees: 2 in October 2023 and 2 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
  1. April 2026
    • Regulatory assets under management went from $142,100,213 to $183,102,977 (+29%).

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
tidecovecapital.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. Tide Cove Capital Partners LLC (CRD 327373): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373