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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-30-2024
- Office Locations
- 1
Office Locations
About Tide Cycle Resources LLC
Tide Cycle Resources is an OCIO and wealth management firm serving families, endowments, and foundations. The team builds values-aligned investment programs—policy development, education, asset allocation, implementation, and ongoing monitoring/adjustments—favoring straightforward, diversified portfolios. The firm also integrates philanthropy, dedicating time and a portion of revenue to community nonprofits.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JEFFREY ROBERT CROTEAU
Chief Investment Officer, FOUNDER
- CRD
- #4005980
- Ownership
- 75% or more
HANNAH MARIE TACKETT
Chief Compliance Officer, CHIEF OPERATING OFFICER
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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KATE DOUGHAN DUMAS
--
- CRD
- #7353824
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $1,851,491,175 | $1,851,491,175 |
| Total | $1,851,491,175 | $1,851,491,175 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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