Tide Cove Capital Partners LLC
Tide Cove Capital Partners LLC is an SEC-registered investment adviser headquartered in San Diego, California. Founded in May 2023 by Brett Upper and Michael Manos, the firm specializes in supporting federally recognized Native American Tribes in their pursuit of financial sovereignty and economic prosperity. With a highly focused team of 2 employees, Tide Cove Capital provides customized financial and investment advice tailored to Tribal goals, leveraging over 15 years of expertise in Tribal engagement and solutions. The firm primarily serves Tribal governments and related entities, acting as fiduciaries with flexible fee structures to ensure client alignment.
Investment Strategy
Tide Cove Capital Partners focuses on customized investment solutions for federally recognized Native American Tribes. Their strategy emphasizes financial sovereignty and economic prosperity for Tribal clients, employing a client-aligned, fiduciary approach. Portfolio allocation targets broad market exposure and diversification, with top holdings in ETFs such as Vanguard Total Stock Market (VTI), Bonds (BND/AGG), and Growth (VUG/QQQM), reflecting an approach that balances both equity and fixed income vehicles, and a focus on long-term wealth preservation and growth for Tribal entities.
Top Holdings
Equity Positions (11)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 33.49% | $42.3M | 134,865 | $289.96 | $303.93 | +$5.7M |
B BND | VANGUARD BD INDEX FDS | 11.32% | $14.3M | 195,772 | $71.96 | $73.63 | +$218.2K |
A AGG | ISHARES TR | 11.31% | $14.3M | 145,324 | $96.96 | $99.20 | +$219.4K |
V VUG | VANGUARD INDEX FDS | 7.19% | $9.1M | 19,903 | $410.93 | $438.40 | +$1.8M |
Q QQQM | INVESCO EXCH TRADED FD TR II | 6.99% | $8.8M | 37,751 | $210.77 | $227.10 | +$1.7M |