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Tiedemann Advisors LLC
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CRD # | 147189 |
SEC # | 801-69865 |
CIK # | 0001483232 |
AUM | $25.3 BB (2024-07-08) |
Employees | 142 (45% Investors, 0% Brokers) |
Phone | 212-396-5900 |
Address | 520 Madison Avenue New York, NY 10022 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
XOM | 385.5 | 0.1 | |
GLD | 0.1 | ||
AAPL | 2,382.8 | 0.1 | |
IAU | 0.1 | ||
GOOGL | 1,475.1 | 0.0 | |
MSFT | 1,918.2 | 0.0 | |
UBER | 43.4 | 0.0 | |
CVX | 294.6 | 0.0 | |
PLD | 88.1 | 0.0 | |
ULCC | 2.0 | 0.0 | |
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
RE | ALTI Tax-Advantaged Real Estate Income Fund LP | [2024-03-29] | 37.7 | 49.2 |
PE | Global Impact Opportunities III LP | [2024-03-29] | 34.8 | 24.2 |
RE | AOZF III LP | [2023-03-31] | 30.6 | 30.8 |
PE | PEP 10 LP | [2023-03-31] | 70.2 | 48.1 |
HF | TTC EAF Fund LP | 2022-03-30 | 97.3 | |
PE | PEP IX LP | [2021-08-20] | 83.5 | 83.3 |
RE | AOZF II LP | [2021-03-30] | 54.7 | 52.2 |
PE | Global Impact Access Partnership II LP | [2021-03-30] | 45.6 | 44.6 |
HF | Impact World Equity Fund LP | [2020-03-30] | 342.9 | 340.6 |
PE | Private Equity Partners VIII LP | [2020-01-24] | 8.0 | 113.9 |
View All |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 0 | 0.0 |
(b) Individuals (high net worth individuals) | 407 | 18.8 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 0 | 0.0 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 26 | 4.3 |
(g) Pension and profit sharing plans | 0 | 0.0 |
(h) Charitable organizations | 34 | 2.2 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.0 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 0 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 669 | 25.3 |
By Discretionary | ||
Discretionary | 467 | 20.5 |
Non-Discretionary | 202 | 4.8 |
Total | 669 | 25.3 |
By Non-United States Persons | ||
Non-United States Persons | 0.3 | |
United States Persons | 25.0 | |
Total | 669 | 25.3 |
Form D Directors | # Filings | # Firms | 2011 - 2024 | |
---|---|---|---|---|
Christopher Welch | 15 | |||
Cathlin Rossiter | 10 | |||
James Macfee | 13 | |||
Michael Tiedemann | 46 | |||
Kevin Moran | 27 | |||
Craig Smith | 17 | |||
Michael Brady | 11 | |||
Tiedemann Advisors GP LLC | 11 | |||
Tiedemann Advisors LLC | 11 | |||
Julie Dunnington | 5 | |||
View All |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001483232] | |
13F-NT | [0001483232] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Kayne Anderson Capital Advisors LP
✚
|
TX | 31.7 |
Luther King Capital Management Corporation
✚
|
TX | 30.5 |
SCS Capital Management LLC
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|
MA | 30.2 |
BBR Partners LLC
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|
NY | 28.1 |
Strategic Investment Management LLC
✚
|
VA | 27.0 |
Mai Capital Management LLC
✚
|
OH | 19.7 |
Oxford Financial Group Ltd LLC
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|
IN | 18.2 |
Ehrenkranz Partners LP
✚
|
NY | 18.0 |
Offit Capital Advisors LLC
✚
|
NY | 18.0 |
Summit Trail Advisors LLC
✚
|
NY | 17.7 |