RIA Intel›Advisers›Connecticut›TIDE POINT CAPITAL MANAGEMENT, LP

TIDE POINT CAPITAL MANAGEMENT, LP

Advisory

N·OLD GREENWICH, CT

Data as of Mar 14, 2018 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+11.6%

3-Year CAGR

+29.0%

Employees

12

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.7B

Non-Discretionary AUM$58M

Discretionary %96.8%

Total Clients—

Team

Total Employees12

Investment Advisers12

Employee Growth (1Y)—

Filing History

Total Filings on Record7

First FilingMay 14, 2014

Latest FilingMar 14, 2018

🔒 Full AUM trend chart and 7 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on TIDE POINT CAPITAL MANAGEMENT, LP

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.