Firm profile

TIDE COVE CAPITAL PARTNERS LLC

CRD 327373Latest ADV March 18, 2026

Tide Cove Capital Partners LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 18, 2026, reports $183M in regulatory assets under management, 2 employees, 1 office, and 15 accounts.

Assets Under Management
$183M
Employees
2
Offices
1 office
Total Clients
<5 each
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOBrett J. Upper

Advisory services offered

2 types reported
Other advisory services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026

Client Coverage Demographics

Categories with <5 clients
High net worth individuals (HNWI)<5 clients
Individuals (other than high net worth individuals)<5 clients
NATIVE AMERICAN TRIBES AND VARIOUS SOVEREIGN POOLS OF CAPITAL<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$183Mas of March 18, 2026
Discretionary100.0%
$183M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$183M
Total Accounts15
10Y AUM Change+$183M

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees2
Clients per Employee
10Y Employee Change0 (0.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.