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Tidal Investments LLC

● SEC registered since 2012CRD 164201SEC# 801-76857Milwaukee, WI
Export (members)
Reg. AUM
$45.83B
Employees
207
Accounts
491
Location
Milwaukee, WI

Tidal Investments LLC assets under management

Tidal Investments LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2012. It reports $45.8 billion in regulatory assets under management and employs 207 people.

Tidal Investments LLC owners & executives

18 reported
NameTitleOwnershipSince
Anthony Lee Broglio ControlDirectorUnder 5%2025
Claire Vivienne Du Plessis ControlChief Marketing OfficerUnder 5%2025
Douglas Clifford Rescho ControlDirectorUnder 5%2022
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Frequently asked questions

How much does Tidal Investments LLC manage?

Tidal Investments LLC reports $45.8 billion in regulatory assets under management on its Form ADV.

How many employees does Tidal Investments LLC have?

Tidal Investments LLC reports 207 employees.

Where is Tidal Investments LLC located?

Tidal Investments LLC is based in Milwaukee, WI and has been SEC-registered since 2012.

Does Tidal Investments LLC disclose fund performance?

Tidal Investments LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address234 West Florida Street, Suite 700, Milwaukee, WI 53204
Phone855-843-2534
Office hours9:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Regulatory AUM

$45.83B▲ 68%
Mar '25 — $27.26BApr '25 — $27.26BMay '25 — $27.26BJun '25 — $27.26BJul '25 — $27.26BAug '25 — $27.26BSep '25 — $27.26BOct '25 — $27.26BNov '25 — $27.26BDec '25 — $27.26BJan '26 — $27.26BFeb '26 — $27.26BMar '26 — $45.83BApr '26 — $45.83BMay '26 — $45.83BJun '26 — $45.83B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 4%
More than 96% of 16,825 advisers

Assets under management

$45.83Bregulatory AUM
Discretionary $45.83B