Institutional
    SEC Registered

    Tidal Investments LLC

    Registered investment advisor · Milwaukee, Wisconsin · CRD #164201

    Assets Under Management
    $45.8B
    Client Accounts
    491
    Employees
    207
    CRD Number
    164201
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Fidelity Clearing & Custody Solutions, Matrix Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Tidal Investments LLC

    Tidal Investments LLC is a SEC-registered investment advisory firm headquartered in Milwaukee, Wisconsin, managing approximately $45.8B in regulatory assets across 491 client accounts. The firm's full regulatory record is filed with the SEC under CRD #164201.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Tidal Investments LLC's AUM?

    Tidal Investments LLC reports approximately $45.8B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Tidal Investments LLC headquartered?

    Tidal Investments LLC is headquartered in Milwaukee, Wisconsin.

    What is Tidal Investments LLC's CRD number?

    Tidal Investments LLC's CRD number is 164201. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Tidal Investments LLC manage?

    Tidal Investments LLC manages approximately 491 client accounts according to its latest SEC filing.

    Is Tidal Investments LLC SEC registered?

    Yes, Tidal Investments LLC is registered with the SEC as an investment adviser with an approved registration status.

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