SourcingSourcing

INTERTIDE PARTNERS L.L.C.

C49
CRD 326896·SEC 801-129159·CHICAGO, IL
AUM
$971.4M
$500M-$1B
Est. Revenue
$9.7M
@ 1% on AUM
Est. EBITDA
$2.9M
@ 30% margin
Est. Deal Value
$23.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INTERTIDE PARTNERS L.L.C.
CRD
326896
SEC file #
801-129159
EIN
—
DBA names
Intertide Partners

Economics

AUM
$971.4M
AUM band
$500M-$1B
AUM trajectory
'25'26
$928.1M → $971.4M▲ +5%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'25'26
2 advisors → 2 advisors▬ 0%
Primary office
CHICAGO IL
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
04/30/2026
ADV-W filed at
—
Website
intertidepartners.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MCGUIRE, JOHN, EVERETT
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
MCGUIRE, JOHN, EVERETT
KKP IP INVESTOR LLC
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
INTERTIDEPARTNERS.COM
Rdap Domain Creation Date
2023-08-30T16:32:42Z
Rdap Firm Age Years
3
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (14)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Charles Schwab6
E*trade4
Northern Trust2
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-08-30T16:32:42Z
Rdap Domain Last Changed
2025-08-31T10:46:35Z
Rdap Nameservers
Ns1.siteground.netNs2.siteground.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
7828379
Trust Company Affiliate
No

People (1)

1
MCGUIRE, JOHN, EVERETT
Direct Owner · 87.5%
7828379