{
  "crd_number": 330698,
  "slug": "tide-cycle-resources-llc-portsmouth-nh-330698",
  "primary_business_name": "TIDE CYCLE RESOURCES LLC",
  "legal_name": "TIDE CYCLE RESOURCES LLC",
  "dbas": [],
  "city": "Portsmouth",
  "state": "NH",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-30",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-07-02",
  "carried_forward": false,
  "raum_total": 1851491175.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 1851491175.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 3,
  "advisory_employees": 2,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "high_net_worth_individuals": {
      "raum": 1851491175.0,
      "count": 1,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "NH"
  ],
  "websites": [
    "https://linkedin.com/company/tide-cycle-resources-llc",
    "https://tidecycleresources.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330698",
  "city_as_filed": "PORTSMOUTH",
  "url": "https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698",
  "display_name": "Tide Cycle Resources LLC",
  "summary": "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.",
  "citation": "AdvisorCensus. Tide Cycle Resources LLC (CRD 330698): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Tide Cycle Resources LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Tide Cycle Resources LLC reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Tide Cycle Resources LLC located?",
      "a": "Tide Cycle Resources LLC's principal office is in Portsmouth, NH, according to its Form ADV."
    },
    {
      "q": "Is Tide Cycle Resources LLC registered with the SEC or a state?",
      "a": "Tide Cycle Resources LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 330698."
    },
    {
      "q": "How much does Tide Cycle Resources LLC manage?",
      "a": "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)."
    },
    {
      "q": "How have Tide Cycle Resources LLC's assets and staff changed since 2024?",
      "a": "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."
    },
    {
      "q": "What types of clients does Tide Cycle Resources LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (1)."
    },
    {
      "q": "Which custodians does Tide Cycle Resources LLC use?",
      "a": "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."
    },
    {
      "q": "Does Tide Cycle Resources LLC report any disciplinary disclosures?",
      "a": "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"
    },
    {
      "q": "Does Tide Cycle Resources LLC state an account minimum?",
      "a": "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.\""
    },
    {
      "q": "What changed in Tide Cycle Resources LLC's recent Form ADV filings?",
      "a": "In the August 2026 filing data: Updated its list of owners and control persons (Schedule A)."
    }
  ],
  "filing_history": [
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 1396569716.0,
      "total_employees": 1,
      "filing_date": "2024-08-29"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 1557478192.0,
      "total_employees": 2,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1851491175.0,
      "total_employees": 3,
      "filing_date": "2026-07-02"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-08-01",
      "period_label": "August 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $1,557,478,192 to $1,851,491,175 (+19%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated July 2, 2026",
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "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."
        ]
      }
    ],
    "quotes": [
      "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."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Vanguard Marketing Corporation",
      "name_as_filed": "VANGUARD MARKETING CORPORATION",
      "affiliated": false
    }
  ],
  "custodians_note": "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.",
  "markdown_url": "https://advisorcensus.com/firm/tide-cycle-resources-llc-portsmouth-nh-330698.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 1,
      "fewer_than_5": true,
      "raum": 1851491175.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/330698",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}