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MFWire: Tidal
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Tidal Investments
898 N. Broadway
Massapequa, New York  11758
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Main Phone: 844-986-7676
Web Site: https://www.torosoinv.com/

Mutual Fund Brand(s)

Research Links
  • SEC Fund Filings by CIK Series

  • Background:
    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:
  • Armada ETF Advisors;
  • Cambria;
  • Carbon Collective Investing;
  • Carbon Neutral Investment Company, LLC (CNIC), home of CNIC Funds;
  • Defiance;
  • FolioBeyond;
  • Leatherback Asset Management;
  • Newday Impact;
  • Newfound Research LLC;
  • Peerless Wealth; 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.

  • Sponsored Opportunities

    Key People:
    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
    Story Archive for Tidal Investments
    Published On Story Headline Publication
    6/10/2024 Targeting Income, an Ohio RIA Rolls Into the ETF Space MFWire.com
    6/3/2024 Newfound and ReSolve Add a 4th ETF to Their Stack, And ... MFWire.com
    5/29/2024 For a New ETF, a Cali-Florida Duo Teams With Tidal MFWire.com
    5/28/2024 Defiance and Tidal Target Nuclear Energy, And ... MFWire.com
    5/10/2024 Defiance Adds to a $538MM-AUM Suite, And ... MFWire.com
    5/6/2024 With a Familiar Ally, an FL Shop Starts a 5-ETF Suite MFWire.com
    4/15/2024 A Green Roboadvisor Builds a 2nd ETF MFWire.com
    3/7/2024 Defiance, Tidal, and Zega Partner For a 5th ETF, And ... MFWire.com
    1/31/2024 Defiance Teams With Tidal and Zega For a 4th Launch MFWire.com
    1/10/2024 Spot Bitcoin ETPs Will Arrive Tomorrow MFWire.com
    12/18/2023 10 Years In, a CA Boutique's Flagship Fund Exceeds $1B MFWire.com
    12/7/2023 $371MM In Less Than 3 Months MFWire.com
    12/5/2023 Newfound and Tidal Team For a 3rd ETF MFWire.com
    11/16/2023 An Online Bank Launches an Options-Powered Income ETF MFWire.com
    11/2/2023 Tidal Preps a Crypto ETF Adoption MFWire.com
    11/1/2023 Teaming Up, Defiance Adds a 3rd Options Income Fund MFWire.com
    10/18/2023 A New Cayman Islands Shop Enters the U.S. ETF Biz MFWire.com
    9/25/2023 YieldMax Repeats, Thanks to $424MM MFWire.com
    9/14/2023 For an Options-Powered Fund, Defiance Teams Up MFWire.com
    9/8/2023 With a New ETF, an MA Shop Stacks Stocks and Futures MFWire.com
    8/21/2023 YieldMax Takes the Lead With $303MM MFWire.com
    5/19/2022 More Than $100MM In Less Than 8 Months MFWire.com
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