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| Happy Holidays!! thanks for using AUM13F!! |
| Tiedemann Advisors LLC
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| CRD # | 147189 |
| SEC # | 801-69865 |
| CIK # | 0001483232 |
| AUM | $29.0 B (2025-07-22) |
| Employees | 187 (36% Investors, 0% Brokers) |
| Phone | 212-396-5900 |
| Address | 22 Vanderbilt Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.1 | ||
| Exxon Mobil Corp | 0.1 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Apple Inc | 0.1 | ||
| Uber Technologies Inc | 0.0 | ||
| iShares Gold Trust Micro | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| iShares Bitcoin Trust | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| RE | ALTI Tax-Advantaged Real Estate Income Fund LP | [2024-03-29] | 60.5 | 56.2 |
| PE | Global Impact Opportunities III LP | [2024-03-29] | 44.9 | 7.8 |
| RE | AOZF III LP | [2023-03-31] | 30.6 | 30.5 |
| PE | PEP 10 LP | [2023-03-31] | 70.2 | 11.7 |
| HF | TTC EAF Fund LP | 2022-03-30 | 107.9 | |
| PE | PEP IX LP | [2021-08-20] | 83.5 | 66.9 |
| RE | AOZF II LP | [2021-03-30] | 54.7 | 53.0 |
| PE | Global Impact Access Partnership II LP | [2021-03-30] | 45.6 | 31.7 |
| HF | Impact World Equity Fund LP | [2020-03-30] | 356.6 | 334.8 |
| PE | Private Equity Partners VIII LP | [2020-01-24] | 8.0 | 98.7 |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 416 | 22.5 |
| (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 | 22 | 4.3 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 32 | 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 | 627 | 29.0 |
| By Discretionary | ||
| Discretionary | 456 | 24.3 |
| Non-Discretionary | 171 | 4.8 |
| Total | 627 | 29.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 28.8 | |
| Total | 627 | 29.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 | |
|---|---|---|---|---|
| James Macfee | 15 | |||
| Christopher Welch | 15 | |||
| Cathlin Rossiter | 10 | |||
| Michael Tiedemann | 46 | |||
| Kevin Moran | 27 | |||
| Craig Smith | 18 | |||
| Tiedemann Advisors LLC | 13 | |||
| Tiedemann Advisors GP LLC | 12 | |||
| Michael Brady | 12 | |||
| Julie Dunnington | 5 | |||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001483232] | |
| 13F-NT | [0001483232] | |
| 3 | [0001483232] | |
| 4 | [0001483232] | |
| SC 13G | [0001483232] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Tiedemann Advisors LLC | Fortress Net Lease REIT | [2025-05-15] |
| Tiedemann Advisors LLC | Fortress Net Lease REIT | [2024-11-15] |
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