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- Custodian
- Charles Schwab & Company · TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2017
- Office Locations
- 2
Office Locations
About Springtide Partners
SpringTide Partners is a Chicago-based RIA serving retail and institutional clients, including entrepreneurs. The firm supports wealth planning and asset management—portfolio construction, asset allocation, and risk management—using public funds and ETFs alongside select alternatives (e.g., private equity, real estate, hedge funds). It highlights an operating focus on speeding investment projects, reporting 60%–95% time savings for clients.
Team overview
Insights
Asset Classes
Client Personas
Investment Themes
Investment Vehicles
Services
Owner & Executives
Paul Stuart Courtney
Managing Member, Owner
- CRD
- #6767072
- Ownership
- 25% but less than 50%
AARON DENNIS DIRLAM
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4774219
- Ownership
- 25% but less than 50%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $42,300,903 | $452,606 |
| Non-Discretionary | $8,703,467 | -- |
| Total | $51,004,370 | $452,606 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Derivatives | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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