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- Custodian
- Vanguard
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 25, 2025 and July 2, 2026, reported AUM increased 18.9%, from $1.6B to $1.9B.
Across 3 reported observations, AUM increased 32.6% between August 29, 2024 and July 2, 2026, from $1.4B to $1.9B.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 1 clients, or 0.5 clients per representative. That equates to $1.9B in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on July 2, 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
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Tide Cycle Resources LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
Chief of Staff and Deputy CIO
- 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
SMA allocation detail is available
Tide Cycle Resources LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.