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North Tide Capital, LLC (Boston)


North Tide Capital, LLC is a large advisory firm based in Boston. It manages $1.64 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of Massachusetts.

North Tide Capital provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

North Tide Capital: assets under management

The assets under management (AUM) of North Tide Capital, LLC is $1.64 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 1123% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1.64 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $234.2 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay North Tide Capital, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Boston

The principal office where North Tide Capital, LLC performs its advisory services is located at 500 Boylston Street, Boston, MA 02116, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-449-3120 or by fax 617-449-3134. The normal business hours are 9:00 a.m. - 5:00 p.m. on Monday - Friday.


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