Springtide Partners

Springtide Partners (CRD# 287968) is a financial advisory firm headquartered in Chicago, IL. They manage $8,976,325 in 9 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $997,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IL, MN

Financial Advisors at Springtide Partners
Showing 1 - 2 of 2 top financial advisors.
1
Paul S. Courtney
CRD#: 6767072
Chicago, IL 60606

Paul Courtney (CRD# 6767072) is the Founder and Director of Research at Springtide Partners in Chicago, IL and has 12 years of experience in the finance industry.

 

As Director of Research, Paul guides the investment process at SpringTide Partners. Paul works with the rest of the investment team in determining the appropriate asset allocation for client portfolios, monitoring investment managers currently working with SpringTide clients, and conducting research to identify and select new investment opportunities.

Prior to joining SpringTide in 2017, Paul worked at Altair Advisers, a $4 billion Registered Investment Advisor in Chicago, for over 10 years, most recently as Director of Research. Paul is a CFA® charterholder and has earned the Chartered Alternative Investment Analyst designation. Paul graduated cum laude from the University of Johannesburg with bachelors and graduate degrees in Investment Management. He is a member of the CFA Society of Chicago and on the advisory board of Advisor Perspectives.

2
Aaron D. Dirlam
CRD#: 4774219
Chicago, IL 60606

Aaron Dirlam (CRD# 4774219) is an Investment Advisor Representative working at Springtide Partners in Chicago, IL and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.