
Tidewater Capital Services is a private holding company that invests in multiple alternative asset classes, including public equities, select real estate properties, pre-seed and seed round private equity investments, mature venture capital investments, as well as various financial instruments such as royalties, revolving, bridge, secured, and unsecured loans.
Due to demand, we also have begun offering financial planning services to a few select friends and clients. After immersing ourselves in the financial world for many years, we have a unique understanding of what it takes to become financially stable. But nothing can be achieved without a clear, understandable, financial plan.
Due to demand, we also have begun offering financial planning services to a few select friends and clients. After immersing ourselves in the financial world for many years, we have a unique understanding of what it takes to become financially stable. But nothing can be achieved without a clear, understandable, financial plan.

We operate from our headquarters in the beautiful city of Charlotte, North Carolina. From our beginning, we've been passionate about achieving better results for our business partners—results that go beyond financial and are uniquely tailored, pragmatic, and enduring. We partner with whom we do business and maintain a shared sense of ownership across all of our investments. We also believe that the true economic value of every asset and business is realized over the long term. Often that means working with the client for years. Our capital, along with our many decades of experience and patience, will often be the difference between success and failure for any business. Today our core values of Teamwork, Integrity, Accountability, and Innovation, remain ingrained in every aspect of our organization.
Planning
Investing
We also manage multiple alternative asset classes, including:
Let us say it again, we partner with whom we do business and maintain a shared sense of ownership across all of our clients and investments. Our core values of Teamwork, Integrity, Accountability, and Innovation guide us in every transaction.
- Financial Planning - When your friends recognize your knowledge and abilities, and then ask for help, how can you refuse? We are proud and very happy to be able to use our decades of financial experience to help others to become financially stable and occasionally wealthy. Time and compound interest are your friends and your emotions are your enemy. Our goal is to help you to reach financial stability.
Investing
We also manage multiple alternative asset classes, including:
- Private Equity - We occasionally invest from very early stage pre-seed Angel funding opportunities to more mature Venture Capital funding. Tidewater rarely just writes a check. We prefer to act as a consultant to the entrepreneur and can assist them with growth, direction, and strategy. We enjoy working with aligned founders and management teams to help them achieve the goals they have for their companies. We encourage you to review our equity investment criteria page for more information. We have held various roles, such as, CFO, COO, and CMO, for several businesses.
- Real Estate - primarily multi-family apartments, warehouses, and distribution centers. Occasionally we will partner with friends and other investors, if the deal makes sense to bring in others. Due to the current interest rate climate, we have sold all of our holdings and are not actively seeking any new properties.
- Venture Credit and Debt - we are able to utilize revolving lines of credit, product royalty investments, straight venture debt, or property backed loans.
Let us say it again, we partner with whom we do business and maintain a shared sense of ownership across all of our clients and investments. Our core values of Teamwork, Integrity, Accountability, and Innovation guide us in every transaction.