Tiedemann Advisors LLC

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Assets, Funds, Holdings

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Tiedemann Advisors LLC
CRD #147189
SEC #801-69865
CIK #0001483232
AUM $25.3 BB (2024-07-08)
Employees 142 (45% Investors, 0% Brokers)
Phone212-396-5900
Address520 Madison Avenue
New York, NY 10022
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($BB)
30241812602008201320192025
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 ($BB)
4.03.22.41.60.80.02013201720212025
Type Form D Funds Date Sold ($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]
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TX 31.7
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Strategic Investment Management LLC
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Mai Capital Management LLC
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Oxford Financial Group Ltd LLC
IN 18.2
Ehrenkranz Partners LP
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Offit Capital Advisors LLC
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Summit Trail Advisors LLC
NY 17.7
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