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| Tiedemann Advisors LLC
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|---|---|
| CRD # | 147189 |
| SEC # | 801-69865 |
| CIK # | 0001483232 |
| AUM | 31.01 B (2026-04-28) |
| Employees | 182 (35% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] | 41.2 M | 5.5 M |
| Filed 2026-02-19 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | ALTI Tax-Advantaged Real Estate Income Fund LP | [2024-03-29] | 60.5 M | 68.1 M |
| Filed 2025-04-04 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Global Impact Opportunities III LP | [2024-03-29] | 44.9 M | 16.0 M |
| Filed 2025-06-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| RE | AOZF III LP | [2023-03-31] | 30.6 M | 28.4 M |
| Filed 2023-07-06 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $5,000,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose | ||||
| PE | PEP 10 LP | [2023-03-31] | 70.2 M | 28.7 M |
| Filed 2025-06-25 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | TTC EAF Fund LP | 2022-03-30 | 115.3 M | |
| PE | PEP IX LP | [2021-08-20] | 83.5 M | 79.5 M |
| Filed 2025-08-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| RE | AOZF II LP | [2021-03-30] | 54.7 M | 52.4 M |
| Filed 2025-12-29 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| PE | Global Impact Access Partnership II LP | [2021-03-30] | 45.6 M | 33.5 M |
| Filed 2025-08-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Revenue Decline to Disclose | ||||
| HF | Global Sustainable Equity LP | [2020-03-30] | 358.2 M | 254.3 M |
| Filed 2026-01-08 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| View All | ||||
| AUM Breakdown | Accounts | AUM ($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 | Director | 17 | 6 | |
| Christopher Welch | Executive Officer | 15 | 5 | |
| Cathlin Rossiter | Director | 10 | 5 | |
| Kevin Moran | Director, Executive Officer | 28 | 4 | |
| Michael Tiedemann | Executive Officer | 46 | 3 | |
| Craig Smith | Director, Executive Officer | 19 | 2 | |
| Tiedemann Advisors GP LLC | Director, Executive Officer | 14 | 2 | |
| Tiedemann Advisors LLC | Executive Officer | 14 | 2 | |
| Michael Brady | Executive Officer | 12 | 2 | |
| Julie Dunnington | Executive Officer | 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 | $3.7B |
| Clients | 4 (3 non-US) |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund, Private Equity, Real Estate |
| LEI | 5493005XCMKZH7MM2586 |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 2,390 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-04-16 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 2,734 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-03-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-02-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-02-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-02-03 | Other | 0 | $0.00 | |
|
Fortress Net Lease REIT N/A
Class D Common Shares of Beneficial Interest
|
2025-02-03 | Other | 0 | $0.00 | |
| showing 20 of 144 most recent transactions | |||||
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|---|---|---|
|
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|
PA | 41.48 B |
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Morgan Stanley AIP GP LP
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PA | 40.85 B |
|
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VA | 35.51 B |
|
Luther King Capital Management Corporation
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TX | 31.50 B |
|
Waverly Advisors LLC
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AL | 29.78 B |
|
Oxford Financial Group Ltd LLC
✚
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IN | 23.33 B |
|
Jordan Park Group LLC
✚
|
CA | 23.26 B |
|
Ehrenkranz Partners LP
✚
|
NY | 21.54 B |
|
Gordian Capital Singapore Private Limited
✚
|
21.08 B | |
|
Offit Capital Advisors LLC
✚
|
NY | 20.60 B |