# Tidemark Management Company LP

> Tidemark Management Company LP is an SEC-registered investment advisory firm in Menlo Park, CA, registered since 2022, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 313541
- Filed as: TIDEMARK MANAGEMENT COMPANY LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Menlo Park, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313541
- AdvisorCensus page: https://advisorcensus.com/firm/tidemark-management-company-lp-menlo-park-ca-313541

## Quick answers

**How is Tidemark Management Company LP compensated?**
On its Form ADV (Item 5.E, October 2026), Tidemark Management Company LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tidemark Management Company LP located?**
Tidemark Management Company LP's principal office is in Menlo Park, CA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Tidemark Management Company LP registered with the SEC or a state?**
Tidemark Management Company LP is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 313541.

**How much does Tidemark Management Company LP manage?**
Tidemark Management Company LP reports $699,630,004 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have Tidemark Management Company LP's assets and staff changed since 2021?**
In the Form ADV data for Tidemark Management Company LP: Regulatory assets under management: $685,591,572 in the October 2022 data and $699,630,004 in the October 2026 data, up 2%. Total employees: 11 in October 2022 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Tidemark Management Company LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (4).

**Does Tidemark Management Company LP 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/313541

**What changed in Tidemark Management Company LP's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 12 to 9.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Regulatory assets under management (Item 5.F)
- Total: $699,630,004
- Discretionary: $699,630,004
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pooled investment vehicles (other than investment companies and business development companies) | 4 | $699,630,004 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 16 total, 9 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.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- San Francisco, CA

### Websites listed on Form ADV (Item 1.I)
- tidemarkcap.com
- LinkedIn @tidemarkcap
- X @tidemarkcap

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | Not reported | Not reported | May 21, 2021 |
| October 2022 | $685,591,572 | 11 | June 29, 2022 |
| October 2023 | $630,407,264 | 13 | March 29, 2023 |
| October 2024 | $598,885,895 | 16 | March 26, 2024 |
| October 2025 | $669,405,017 | 18 | March 27, 2025 |
| October 2026 | $699,630,004 | 16 | March 30, 2026 |

Regulatory assets under management: $685,591,572 in the October 2022 data and $699,630,004 in the October 2026 data, up 2%.
Total employees: 11 in October 2022 and 16 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 12 to 9.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tidemark Management Company LP (CRD 313541): Form ADV filing data as of October 2026.