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| Tiedemann Advisors LLC
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|---|---|
| CRD # | 147189 |
| SEC # | 801-69865 |
| CIK # | 0001483232 |
| AUM | 31.0 B (2026-04-28) |
| Employees | 182 (35% Investors, 0% Brokers) |
| Phone | 212-396-5900 |
| Address | 22 Vanderbilt Avenue New York, NY 10017 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| SPDR Gold Trust | 0.2 | ||
| iShares Comex Gold Trust | 0.1 | ||
| Alphabet Inc | 0.1 | ||
| Apple Inc | 0.1 | ||
| iShares Gold Trust Micro | 0.1 | ||
| Chevron Corp | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| Uber Technologies Inc | 0.0 | ||
| Medtronic Holdings Ltd | 0.0 | ||
| AMB Property Corp | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| PE | PEP Xi LP | [2026-03-27] | 32.5 M | 5.5 M |
| RE | ALTI Tax-Advantaged Real Estate Income Fund LP | [2024-03-29] | 39.1 M | 68.1 M |
| PE | Global Impact Opportunities III LP | [2024-03-29] | 10.3 M | 16.0 M |
| RE | AOZF III LP | [2023-03-31] | 11.8 M | 28.4 M |
| PE | PEP 10 LP | [2023-03-31] | 19.4 M | 28.7 M |
| HF | TTC EAF Fund LP | 2022-03-30 | 115.3 M | |
| PE | PEP IX LP | [2021-08-20] | 37.7 M | 79.5 M |
| RE | AOZF II LP | [2021-03-30] | 1.3 M | 52.4 M |
| PE | Global Impact Access Partnership II LP | [2021-03-30] | 7.5 M | 33.5 M |
| HF | Global Sustainable Equity LP | [2020-03-30] | 53.7 M | 254.3 M |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 407 | 24.1 |
| (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 | 23 | 4.5 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 31 | 2.4 |
| (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 | 614 | 31.0 |
| By Discretionary | ||
| Discretionary | 440 | 26.5 |
| Non-Discretionary | 174 | 4.6 |
| Total | 614 | 31.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 30.7 | |
| Total | 614 | 31.0 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| James Macfee | 16 | 6 | ||
| Christopher Welch | 15 | 5 | ||
| Cathlin Rossiter | 10 | 5 | ||
| Kevin Moran | 28 | 4 | ||
| Michael Tiedemann | 46 | 3 | ||
| Craig Smith | 19 | 2 | ||
| Tiedemann Advisors LLC | 14 | 2 | ||
| Tiedemann Advisors GP LLC | 14 | 2 | ||
| Michael Brady | 12 | 2 | ||
| Julie Dunnington | 5 | 2 | ||
| View All | ||||
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 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 | [2026-05-15] |
| Tiedemann Advisors LLC | Fortress Net Lease REIT | [2025-05-15] |
| Tiedemann Advisors LLC | Fortress Net Lease REIT | [2024-11-15] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.7B |
| Clients | 4 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 5493005XCMKZH7MM2586 |
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