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AdvisorCensus / Financial advisors / Massachusetts / Boston / Tide Cycle Resources LLC

Tide Cycle Resources LLC

Portsmouth, NHSEC-registered investment adviserCRD 330698

Filed as TIDE CYCLE RESOURCES LLC

Tide Cycle Resources LLC is an SEC-registered investment advisory firm in Portsmouth, NH, registered since 2024, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated July 2, 2026.

2 years
registered since 2024
$1,851,491,175
assets under management
1 arrangement
Percentage of assets
None
disclosure items (Item 11)

Quick answers

From the filing

How is Tide Cycle Resources LLC compensated?

On its Form ADV (Item 5.E, October 2026), Tide Cycle Resources LLC reports these compensation arrangements: a percentage of assets under its management.

Where is Tide Cycle Resources LLC located?

Tide Cycle Resources LLC's principal office is in Portsmouth, NH, according to its Form ADV.

Is Tide Cycle Resources LLC registered with the SEC or a state?

Tide Cycle Resources LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330698.

How much does Tide Cycle Resources LLC manage?

Tide Cycle Resources LLC reports $1,851,491,175 in regulatory assets under management in its Form ADV filing dated July 2, 2026 (0% discretionary).

How have Tide Cycle Resources LLC's assets and staff changed since 2024?

In the Form ADV data for Tide Cycle Resources LLC: Regulatory assets under management: $1,396,569,716 in the October 2024 data and $1,851,491,175 in the October 2026 data, up 33%. Total employees: 1 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 Tide Cycle Resources LLC serve?

By number of clients on Form ADV Item 5.D: high net worth individuals (1).

Which custodians does Tide Cycle Resources LLC use?

Tide Cycle Resources LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Vanguard Marketing Corporation as a custodian holding 10% or more of its separately managed account assets.

Does Tide Cycle Resources 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/330698

Does Tide Cycle Resources LLC state an account minimum?

Its Form ADV Part 2A brochure dated July 2, 2026 says: "The firm has established a minimum client account size of $100,000,000 in total assets, though it may, at its discretion, make exceptions to this minimum."

What changed in Tide Cycle Resources LLC's recent Form ADV filings?

In the August 2026 filing data: Updated its list of owners and control persons (Schedule A).

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

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

Account minimum: $100,000,000 (the brochure says it may be waived or negotiated)

The brochure's wording
The firm has established a minimum client account size of $100,000,000 in total assets, though it may, at its discretion, make exceptions to this minimum.

As stated in the firm's Form ADV Part 2A brochure dated July 2, 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
$1,851,491,175

$1,851,491,175 as of October 2026, filing dated July 2, 2026.

Discretionary: $0.Non-discretionary: $1,851,491,175.

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
High net worth individuals
Clients 1 Assets $1,851,491,175 (100%)

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
  • Selection of other advisers (including private fund managers)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2024 (2 years)
Employees
Total: 3. 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
NH

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
$1.4B 2024 $1.56B 2025 $1.85B 2026
Data periodAssets under managementEmployeesFiling dated
October 2026$1,851,491,1753July 2, 2026
October 2025$1,557,478,1922March 25, 2025
October 2024$1,396,569,7161August 29, 2024

Regulatory assets under management: $1,396,569,716 in the October 2024 data and $1,851,491,175 in the October 2026 data, up 33%.

Total employees: 1 in October 2024 and 3 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. August 2026
    • Updated its list of owners and control persons (Schedule A).
  2. April 2026
    • Regulatory assets under management went from $1,557,478,192 to $1,851,491,175 (+19%).

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
tidecycleresources.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 Cycle Resources LLC (CRD 330698): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698