{"url":"https://nivawealth.com/firms/tide-cycle-resources-330698","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/330698","regulatoryAum":1851491175,"crd":"330698","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"4005980","suffix":null,"lastName":"CROTEAU","firstName":"JEFFREY","middleName":"ROBERT"},{"crd":"7353824","suffix":null,"lastName":"DUMAS","firstName":"KATE","middleName":"DOUGHAN"}],"total":2,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2024-04-29","regulatoryAum":1396569716,"clients":0,"employees":1,"offices":1},{"filedOn":"2025-03-25","regulatoryAum":1557478192,"clients":0,"employees":2,"offices":1},{"filedOn":"2026-07-02","regulatoryAum":1851491175,"clients":1,"employees":3,"offices":1}],"secFileNumber":"801-130380","legalName":"Tide Cycle Resources LLC","displayName":"Tide Cycle 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2A","fee_rate_low":null,"fee_rate_high":0.2,"fee_negotiable":true,"minimum_account":100000000,"feeMinimumPeriod":null,"fee_minimum_annual":null}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T05:40:15.905905+00:00","documents":[{"name":"TIDE CYCLES RESOURCES FORM ADV 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050591","versionId":1050591,"submittedOn":"2026-07-02"}]},"custodians":[{"name":"Vanguard Marketing Corporation","shortName":"Vanguard Marketing","location":"Malvern, PA","smaAssets":788279284}],"custodyNote":"Tide Cycle Resources does not have custody of client assets.","leadership":[{"name":"Hannah Tackett","title":"Chief Operating Officer, Chief Compliance Officer","crd":"6285272"},{"name":"Jeffrey Croteau","title":"Founder, Chief Investment Officer","crd":"4005980"}],"ownership":[{"label":"Jeffrey Croteau","detail":"Founder, chief investment officer in the 75% or more ownership band and a control person, since February 2024."}],"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"New Hampshire","offices":1,"addresses":[{"street":"36 Maplewood Ave","city":"Portsmouth","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"207-752-7970","stateRegisteredReps":2,"otherAdviserReps":0,"compensation":["A percentage of assets under management"],"activities":["Portfolio management for individuals and/or small businesses","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"0","assetMix":[{"label":"Securities issued by registered investment companies or business development companies","percent":63},{"label":"Other","percent":37,"detail":"Private Company Stock"}],"privateFunds":0},"sources":{"adv1FilingDate":"2 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/330698/PDF/330698.pdf","brochureDate":"2 July 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1050591","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Tide Cycle Resources have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tide Cycle Resources offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Tide Cycle Resources charge?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Tide Cycle Resources use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tide Cycle Resources have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tide Cycle Resources invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does Tide Cycle Resources have a minimum investment?","answer":"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","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns Tide Cycle Resources?","answer":"Tide Cycle Resources’ direct owner is Jeffrey Croteau (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tide Cycle Resources get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Tide Cycle Resources registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Tide Cycle Resources?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 2 July 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}