# 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.

- CRD: 327373
- Filed as: TIDE COVE CAPITAL PARTNERS LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/327373
- AdvisorCensus page: https://advisorcensus.com/firm/tide-cove-capital-partners-llc-san-diego-ca-327373

## Quick answers

**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

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

### Fees and minimums (Form ADV Part 2A brochure dated March 18, 2026)

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

> 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

> Tide Cove Capital generally does not impose a minimum relationship size.

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

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

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., 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: $183,102,977
- Discretionary: $183,102,977
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $286,815 |
| High net worth individuals | Fewer than 5 | $4,337,263 |
| Other | Fewer than 5 | $178,478,899 |

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

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

### Websites listed on Form ADV (Item 1.I)
- [tidecovecapital.com](https://tidecovecapital.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $0 | 2 | July 10, 2023 |
| October 2024 | $122,552,869 | 2 | April 11, 2024 |
| October 2025 | $142,100,213 | 2 | July 10, 2025 |
| October 2026 | $183,102,977 | 2 | March 18, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $142,100,213 to $183,102,977 (+29%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tide Cove Capital Partners LLC (CRD 327373): Form ADV filing data as of October 2026.