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- Custodian
- Charles Schwab & Company ยท Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 10-01-2021
- Office Locations
- 1
Office Locations
About Intertide Partners
Intertide Partners is a boutique wealth management firm partnering with families, foundations, and institutions on financial and philanthropic objectives. The team brings 20+ years managing portfolios for premier U.S. families and foundations, building customized, multi-asset portfolios with broad diversification and an owner-minded, performance focus. A concentrated client base enables direct relationships with the founding team.
Reported data analysis
What the numbers show
Between March 27, 2025 and April 30, 2026, reported AUM increased 4.7%, from $928.1M to $971.4M.
Across 4 reported observations, AUM increased 8077.1% between November 3, 2023 and April 30, 2026, from $11.9M to $971.4M.
Of the latest reported AUM, 2.1% is discretionary and 97.9% is non-discretionary.
The firm reports 2 advisory representatives and 2 clients, or 1 clients per representative. That equates to $485.7M in reported AUM per client.
The profile lists 1 reported office location and 4 years in operation. The source data was last updated on April 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
JOHN EVERETT MCGUIRE
Chief Compliance Officer, Chief Investment Officer, Director, Managing Member
- CRD
- --
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,463,513 | $10,231,757 |
| Non-Discretionary | $950,978,922 | $3,180,532 |
| Total | $971,442,435 | $3,227,384 |
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Separately Managed Accounts
SMA allocation detail is available
Intertide Partners has reported separately managed account data across 8 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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