Tiedemann Advisors LLC

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Tiedemann Advisors LLC ✚
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) Copy

CIK	Period
0001483232	2026-03-31 2025-12-31 2025-09-30 2025-06-30 2025-03-31 2024-12-31 2024-09-30 2024-06-30 2024-03-31 2023-12-31 2023-09-30 2023-06-30 2023-03-31 2022-12-31 2022-09-30 2022-06-30 2022-03-31 2021-12-31 2021-09-30 2021-06-30 2021-03-31 2020-12-31 2020-09-30 2020-06-30 2020-03-31 2019-12-31 2019-09-30 2019-06-30 2019-03-31 2018-12-31 2018-09-30 2018-06-30 2018-03-31 2017-12-31 2017-09-30 2017-06-30 2017-03-31 2016-12-31 2016-09-30 2016-06-30 2016-03-31 2015-12-31 2015-09-30 2015-06-30 2015-03-31 2014-12-31 2014-09-30 2014-06-30 2014-03-31 2013-12-31 2013-09-30 2013-06-30 2013-03-31 2012-12-31 2012-09-30 2012-06-30 2012-03-31 2011-12-31

CIK

Period

0001483232

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
	Goldman Sachs Group Inc	0.0




















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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
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

Form 3/4/5 Subject	2011 - 2026
Tiedemann Advisors GP LLC
Fortress Net Lease REIT
AlTI Global Capital LLC
AlTi Wealth & Capital Solutions Holdings LLC
AlTi Global Holdings LLC
Tiedemann Advisors LLC
AlTi Global Topco Ltd
Cartesian Growth Corp
TTC Multi-Strategy Fund QP LP

Insider Transaction (Form 3/4/5)	Date	Action	Shares	Price
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

Comparable Firms	State	AUM
Abrdn Inc ✚	PA	41.48 B
Morgan Stanley AIP GP LP ✚	PA	40.85 B
Strategic Investment Management LLC ✚	VA	35.51 B
Luther King Capital Management Corporation ✚	TX	31.50 B
Waverly Advisors LLC ✚	AL	29.78 B
Oxford Financial Group Ltd LLC ✚	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

Tiedemann Advisors LLC

Assets, Funds, Holdings