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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

TIDE CYCLE RESOURCES LLC

CRD 330698

PORTSMOUTH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebfb1179-51a9-c47d-03d1-fea1e268d7b6

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Apr 29, 2024 to Jul 2, 2026
5 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Family Officesidentity

Tide Cycle Resources LLC

Family office · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.9BItem 5.F on the latest filing (2026-07-02); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $1.9BderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 2
RAUM per advisor: $926Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1
High net worth clients: 1
SEC number: 801-130380
CRD: 330698
Filings on the tape: 5
First filed: Apr 29, 2024
Latest filed: Jul 2, 2026
Organised: Limited Liability Company, NH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JEFFREY ROBERT CROTEAU	Chartered Financial Analyst	PORTSMOUTH, NH	2	26	2	no
KATE DOUGHAN DUMAS	Chartered Financial Analyst	PORTSMOUTH, NH	1	20	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CROTEAU, JEFFREY, ROBERT	FOUNDER, CHIEF INVESTMENT OFFICER CHIEF COMPLIANCE OFFICER	E	yes	02/2024	Jul 2, 2026	Jul 2, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 11, 2026	$1.9B	$0	2	2	0	n/a	n/a
2024	Mar 25, 2025	$1.6B	$0	2	2	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.9B	$1.6B	18.9%	n/a	n/a	3	2	0	0

Relationships

Registered with (2)

← KATE DOUGHAN DUMASAdvisorregistration: current employment
Feb 6, 2025 to presentfactForm ADV
← JEFFREY ROBERT CROTEAUAdvisorregistration: current employment
Jun 13, 2024 to presentfactForm ADV

Controls (1)

← CROTEAU, JEFFREY, ROBERTOwnerFOUNDER, CHIEF COMPLIANCE OFFICER, CHIEF INVESTMENT OFFICER, ownership code E, individual
Apr 29, 2024 to Aug 29, 2024factForm ADV

Dated events

Occurred
Apr 29, 2024
First Form ADV filing
Tide Cycle Resources Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebfb1179-51a9-c47d-03d1-fea1e268d7b6
First observed: Apr 29, 2024
Last observed: Jul 2, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIDE CYCLE RESOURCES LLC

CRD 330698

PORTSMOUTH, NH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ebfb1179-51a9-c47d-03d1-fea1e268d7b6

Data as of Jul 2, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:39 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JEFFREY ROBERT CROTEAU

Chartered Financial Analyst

PORTSMOUTH, NH

KATE DOUGHAN DUMAS

Chartered Financial Analyst

PORTSMOUTH, NH

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CROTEAU, JEFFREY, ROBERT

FOUNDER, CHIEF INVESTMENT OFFICER CHIEF COMPLIANCE OFFICER

yes

02/2024

Jul 2, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 11, 2026

$1.9B

n/a

2024

Mar 25, 2025

$1.6B

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.9B

$1.6B

18.9%

n/a