Tidemark, LLC
● SEC registered since 2023CRD 327611SEC# 801-128758San Diego, CA
Reg. AUM
$462.5M
Employees
12
Accounts
1,163
Location
San Diego, CA
Tidemark, LLC assets under management
Tidemark, LLC is a registered investment adviser overseen by the SEC based in San Diego, CA. The firm has been registered since 2023. It reports $462.5 million in regulatory assets under management and employs 12 people.
Tidemark, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jessica J Roeper | Chief Compliance Officer | Under 5% | 2023 |
| Joshua Albert Stipcich Control | Chief Operating Officer | Under 5% | 2023 |
| Stip, Inc Control | Member | 50-75% | 2023 |
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Join to unlock · $37/moFrequently asked questions
How much does Tidemark, LLC manage?
Tidemark, LLC reports $462.5 million in regulatory assets under management on its Form ADV.
How many employees does Tidemark, LLC have?
Tidemark, LLC reports 12 employees.
Where is Tidemark, LLC located?
Tidemark, LLC is based in San Diego, CA and has been SEC-registered since 2023.
Does Tidemark, LLC disclose fund performance?
Tidemark, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 5405 Morehouse Dr., Suite 345, San Diego, CA 92121 |
| Phone | 888-791-0197 |
| Fax | 858-366-7461 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2009591 |
| Discloses disciplinary history | No |
Regulatory AUM
$462.5M▲ 34%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$462.5Mregulatory AUM
Discretionary $458.4MNon-discretionary $4.1M