898 N. Broadway
Massapequa, New York 11758
Google Maps
Contact
Main Phone: 844-986-7676
Web Site:
https://www.torosoinv.com/
Mutual Fund Brand(s)
FIRE ETFs, MRP SynthEquity ETF
Research Links
SEC Fund Filings by CIK Series
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Background:
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In November 2024, the Tidal team launched their own new fund family, the FIRE ETFs. Unlike most of the funds the Tidal companies work on, these funds don't involve any third-party investment advisors, sponsors, or subadvisors.
In November 2023, the Tidal Financial Group team rebranded their investment advisory arm, fka Toroso Investments, LLC (dba Toroso Asset Management), to Tidal Investments LLC.
Founded in 2012, Tidal Investments is an ETF-focused research company that also serves as an ETF subadvisor and advisor. Another Tidal Financial Group arm, Tidal ETF Services LLC, is an ally to firms looking to enter the ETF business, serving as administrator and white label ETF shop.
Subadvisors that use Tidal as some funds' investment advisor include:
Academy Asset Management;
Acruence Capital;
Adasina Social Capital;
AlphaQuest;
Armada ETF Advisors;
ATAC;
Aztlan;
Blueprint Investment Partners;
Cambria;
Cannell & Spears;
Carbon Collective Investing;
Carbon Neutral Investment Company, LLC (CNIC), home of CNIC Funds;
Clockwise Capital;
Curran Financial Partners;
Defiance;
Even Heard;
Family Dynasty Advisors;
FolioBeyond;
Fundstrat Capital;
GammaRoad Capital Partners;
Gotham Asset Management;
Grizzle Investment Management;
Hilton Capital Management;
Impact Shares;
Leatherback Asset Management;
Montrose Estate Capital Management (dba Days Global Advisors);
MSA Power Funds;
Ned Davis Research (NDR);
Nest Egg;
Newday Impact;
Newfound Research LLC;
Nicholas Wealth Management;
Octane Investments;
Peerless Wealth;
PEO Partners;
Pinnacle Family Advisors;
Quantify Funds;
Quest Partners;
Robinson Capital;
Rockefeller Asset Management (RAM);
Roundhill Financial;
ShariaPortfolio;
Sound Income Strategies;
Unity Wealth Partners;
Unlimited Funds;
USCF Advisers;
Validus;
VistaShares Advisors; and
ZEGA Financial, home of YieldMax ETFs.
Toroso also serves as a subadvisor partner to several firms, including:
Amplify ETFs;
ASYMmetric ETFs;
BAD Investment Company; and
Cambria.
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Sponsored Opportunities
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Key People:
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Guillermo Trias
Partner, CEO / Chief Strategy Officer, Toroso Investments / Tidal ETF Services | Dan Carlson
Co-Founder, Chief Financial Officer, Chief Operating Officer / CFO, Toroso Investments, LLC / Tidal ETF Services | Mike Venuto
Co-Founder, Chief Investment Officer / Head of Research, Toroso Investments / Tidal ETF Services | Gavin Filmore
Executive Vice President, Head of Product Development, Toroso Investments | Charles Ragauss
Senior Vice President, Portfolio Manager, Head of Trading, Toroso Investments, LLC | David Armstrong
Senior Vice President, Portfolio Manager, Head of the ETF Think Tank, Toroso Investments | Nadine Mosco
Vice President of Operations, Toroso Investments | TJ Newberg
Vice President of Compliance, Toroso Investments |
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