Tide Cycle Resources provides portfolio management for individuals and small businesses and selecting other managers.
Tide Cycle Resources reports 1 client. They include 1 high-net-worth individual. Of its assets, 0.0% ($0 across 0 accounts) are managed with discretion; $1.85B across 1 account is not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 100% | 100% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | Fewer than 5 | $1.85B | 100.0% | $1.85B |
| Total | 1 | $1.85B | 100% | — |
- Clients
- Fewer than 5
- Regulatory AUM
- $1.85B
- AUM share
- 100.0%
- Avg. per client
- $1.85B
Total
- Clients
- 1
- Regulatory AUM
- $1.85B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Tide Cycle Resources charges up to 0.20% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $100,000,000.
Fee details and sources
Jeffrey Croteau owns 75% or more of Tide Cycle Resources. The leadership team of Tide Cycle Resources includes Chief Investment Officer Jeffrey Croteau and Chief Operating Officer Hannah Tackett. It has 3 employees, 2 of them in advisory roles.
Leadership
- Hannah TackettChief Operating Officer, Chief Compliance Officer
- Jeffrey CroteauFounder, Chief Investment Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
- Jeffrey Robert Croteau
- Kate Doughan Dumas
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Tide Cycle Resources LLC
Jeffrey Croteau
Control person · since February 2024
Tide Cycle Resources’ regulatory assets grew from $1.4B (April 2024) to $1.85B (July 2026); employees rose from 1 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| July 2026 | $1.85B | 1 | 3 | 1 |
| March 2025 | $1.56B | 0 | 2 | 1 |
| April 2024 | $1.4B | 0 | 1 | 1 |
Besides its headquarters, Tide Cycle Resources has 0 offices, with 1 listed address in New Hampshire.
New Hampshire · 1 listed address
- 36 Maplewood Ave, PortsmouthHQ
Contact and registration details
- Legal name
- Tide Cycle Resources LLC
- Headquarters
- 36 Maplewood Ave, Portsmouth, NH 03801
- Website
- tidecycleresources.com
- Phone
- 207-752-7970
- @tide-cycle-resources-llc
- SEC file
- 801-130380
- Structure
- New Hampshire LLC
- Fiscal year end
- December
Tide Cycle Resources uses Vanguard Marketing ($788M) as custodian for its separately managed accounts. Tide Cycle Resources does not have custody of client assets.
- Vanguard MarketingVanguard Marketing Corporation · Malvern, PA · $788M100%
At year end, Tide Cycle Resources’ separately managed accounts were mostly in funds (63%).
What the accounts hold
- Funds63%
- Other37%
- Private company stock37%
How many clients does Tide Cycle Resources have?
Tide Cycle Resources has 1 client and manages $1.85 billion for them, as of July 2026. They include 1 high-net-worth individual.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 2 July 2026
What services does Tide Cycle Resources offer?
Tide Cycle Resources provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Tide Cycle Resources charge?
Tide Cycle Resources charges up to 0.20% for its Portfolio Management Fees. The brochure does not state whether the rate is annual. The fee is billed in advance, is negotiable and requires an account of at least $100,000,000.
Source: TIDE CYCLES RESOURCES FORM ADV 2A, filed 2 July 2026
Which custodians does Tide Cycle Resources use?
Tide Cycle Resources’ separately managed account assets are held at Vanguard Marketing Corporation (Malvern, PA), with $788M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 July 2026
How many financial advisors does Tide Cycle Resources have?
Tide Cycle Resources has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Tide Cycle Resources invest in?
At the end of its last fiscal year, Tide Cycle Resources’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs) and 37% other. The 37% other category is described as: Private Company Stock.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Tide Cycle Resources have a minimum investment?
Yes, Tide Cycle Resources’ minimum account size for its Portfolio Management Fees is $100M.
Source: TIDE CYCLES RESOURCES FORM ADV 2A, filed 2 July 2026
Who owns Tide Cycle Resources?
Tide Cycle Resources’ direct owner is Jeffrey Croteau (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 2 July 2026
How does Tide Cycle Resources get paid?
Tide Cycle Resources is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Tide Cycle Resources registered with the SEC?
Yes, Tide Cycle Resources has been registered with the SEC as an investment adviser since 30 May 2024. Its CRD number is 330698 and its SEC file number is 801-130380.
Source: Form ADV Part 1A, Item 1, filed 2 July 2026; IAPD firm record
How do I contact Tide Cycle Resources?
Tide Cycle Resources’ main office is at 36 Maplewood Ave, Portsmouth, NH 03801. Its phone number is 207-752-7970. Its website is tidecycleresources.com.