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TIDAL INVESTMENTS LLC
CRD 164201File 801-76857
APPROVED
Retail clients
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$45.83B
Top 10% of cohort (national)
Discretionary AUM
$45.83B
Clients
343
491 accounts
Employees
207
Top 10% of cohort in WI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 20, 2012
- Principal office
- 234 WEST FLORIDA STREET, SUITE 700, MILWAUKEE, WI, 53204
- Phone
- 855-843-2534
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $45.83B
- Discretionary AUM
- $45.83B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 491
- Non-discretionary accounts
- 0
- Total accounts
- 491
- AUM per client
- $133.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $7.7M |
| Investment companies | 296 | $44.74B |
| Charitable organizations | 8 | $41.8M |
| Other investment advisers | 1 | $28.9M |
| High net worth individuals | 4 | $16.6M |
| Pooled investment vehicles | 10 | $958.4M |
| Pension and profit sharing plans | 12 | $32.1M |
| Individuals (other than high net worth individuals) | 8 | $3.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Selection of other advisers
- Portfolio management for other
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.