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Springtide Partners

Updated today

Client assets under management

$44,823,891

Clients

24

79% high-net-worth

Advisors

2

of 6 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

12

Very Low

Average account size

$1,867,662

About

SpringTide Partners provides investment research and discretionary portfolio management primarily for individual and high‑net‑worth clients, while also contracting research services to other investment advisers, institutions, trusts and corporations. Its service set includes manager due diligence, strategic and tactical asset allocation, portfolio design and ongoing risk monitoring, along with regular market commentary.

The firm builds individualized investment programs and Investment Policy Statements and applies both fundamental and technical analysis as part of its decision process, with periodic rebalancing and the option to employ tactical shifts. SpringTide manages separate client accounts on a discretionary basis and may use derivatives (including options) within those separately managed accounts for hedging or yield‑enhancement purposes.

Distinctive features include a formal program of newsletters, white papers and white‑label research offerings sold or provided to other firms and clients, a capability not typical for firms of this size. SpringTide also operates under common ownership with another registered adviser and may recommend affiliated ETFs, a relationship it discloses as a potential conflict of interest.

Client services

Portfolio management Newsletters or periodicals Investment research

Expertise

Options & derivatives strategies Private / alternative investments Wealth management

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Fee options

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50% $20,000,001 - $50,000,000: 0.25% $50,000,001+: 0.15%

Project-based

$300 per hour for limited investment research services

Subscriptions

Investment research fixed annual fees up to $400,000 billed quarterly in advance

Main office location

Springtide Partners

15 West Hubbard Street, Suite 500

Chicago IL 60654, United States

Number of offices

2

Most active in

Illinois · Minnesota · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Aaron D

CFA®

Chicago, IL

Springtide Partners

Aaron Dirlam is a CFA® charterholder with 11 years of industry experience. He is a managing member of SpringTide Partners, where he has worked since 2017, and previously worked at Foster Bridge Partners and Harmonic Capital. SpringTide Partners provides investment research and discretionary portfolio management primarily for individual and high-net-worth clients, as well as research services to other advisers and institutions. The firm combines fundamental and technical analysis in building individualized investment programs and publishes newsletters and white papers as part of its research offerings.

Options & derivatives strategies Private / alternative investments Wealth management
user avatar

Paul C

CFA®

Cedar Park, TX

Springtide Partners

Paul Courtney is a CFA® charterholder with eight years of industry experience. He has worked at SpringTide Partners since 2017 and previously held roles at Foster Bridge Partners, Harmonic Capital, and Altair Advisers. His primary focus is managing investment advisory services at SpringTide Partners. SpringTide Partners provides investment research and discretionary portfolio management mainly for individual and high-net-worth clients, as well as research services to other advisers, institutions, and corporations. The firm employs both fundamental and technical analysis, offers manager due diligence, asset allocation, and risk monitoring, and is notable for its formal program of newsletters and white-label research products.

Options & derivatives strategies Private / alternative investments Wealth management
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