| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica J Roeper Control | Chief Compliance Officer | Under 5% | 2023 |
| Stip, Inc Control | Member | 50-75% | 2023 |
| Tab Advisory Control | Member | 50-75% | 2023 |
Tidemark, LLC reports $344.6 million in regulatory assets under management on its Form ADV.
Tidemark, LLC reports 8 employees.
Tidemark, LLC is based in San Diego, CA and has been SEC-registered since 2023.
Tidemark, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 5405 Morehouse Dr., Suite 345, San Diego, CA 92121 |
| Phone | 888-791-0197 |
| Fax | 858-366-7461 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2009591 |
| Discloses disciplinary history | No |
| Discretionary | $341.3M |
| Non-discretionary | $3.3M |
| Total (RAUM) | $344.6M |