Springtide Partners
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$44,823,891
Clients
24
Advisors
2
across 2 offices
About
SpringTide Partners works with individual clients, including high-net-worth households, and also provides investment research and advisory services to other investment advisers, institutional investors, corporations, trusts and similar entities. Its services include separately managed asset management with an investment policy statement, manager due diligence, strategic and tactical asset allocation, portfolio design and ongoing market commentary and white papers.
The firm emphasizes tailored portfolios and ongoing risk management, combining strategic and tactical asset-allocation frameworks with both fundamental and technical analysis. SpringTide may use options and other derivatives in separately managed accounts and implements option-writing strategies alongside long- and short-term holdings as part of its implementation toolkit.
What distinguishes SpringTide from many peers is its active research business and publication program: it produces impersonal newsletters, white papers and tiered research offerings (including white-label content and curated lists of illiquid or alternative managers) for other advisers and institutions. The firm also discloses an affiliation with an investment-adviser entity and the potential use of affiliated ETFs, and states it monitors suitability and conflicts arising from those relationships.
Client services
Expertise
Fee options
$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%
$300 per hour for limited investment research projects
Fixed annual investment research fees up to $400,000 billed quarterly in advance, tiered by service level at $100,000, $200,000, $300,000, and $400,000 per year
Main office
See office15 West Hubbard Street, Suite 500
Chicago IL 60654
Advisors at this office
1
Offices (2)
Most active in
Illinois · Minnesota · Texas
Also doing business as
Springtide Partners · Springtide Partners, LLC · Springtide Partners, LLC.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Aaron D
CFA®
Chicago, IL
Springtide Partners
Aaron Dirlam is a CFA® charterholder with 11 years of industry experience. He has worked at SpringTide Partners since 2017 and had prior roles at Foster Bridge Partners and Harmonic Capital. Dirlam is a managing member of SpringTide Partners, where he dedicates the majority of his time. SpringTide Partners serves individual clients, high-net-worth households, and institutional investors by providing asset management, manager due diligence, and strategic asset allocation services. The firm combines fundamental and technical analysis within its tailored portfolios and offers a range of research publications and advisory services to other investment advisers and institutions.
Paul C
CFA®
Cedar Park, TX
Springtide Partners
Paul Courtney is a CFA® charterholder with nine years of industry experience. He has worked at SpringTide Partners since 2017 and previously spent time at Foster Bridge Partners and Harmonic Capital, LLC. He serves as a managing member of SpringTide Partners. SpringTide Partners provides investment advisory services to individual clients, including high-net-worth households, as well as other investment advisers, institutional investors, and similar entities. The firm emphasizes tailored portfolios, active risk management, and combines fundamental and technical analysis within strategic and tactical asset-allocation frameworks.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)