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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Tilia Fiduciary Partners Inc
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| CRD # | 157852 |
| SEC # | 801-120194 |
| CIK # | 0001910210 |
| AUM | $413.9 M (2025-03-14) |
| Employees | 5 (80% Investors, 0% Brokers) |
| Phone | 910-679-4093 |
| Address | 32 N Front Street Wilmington, NC 28401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.6 | ||
| Microsoft Corp | 6.5 | ||
| VISA Inc | 4.2 | ||
| Alphabet Inc | 4.0 | ||
| McKesson Corp | 3.9 | ||
| Wal Mart Stores Inc | 3.8 | ||
| Gallagher Arthur J & Co | 3.3 | ||
| KLA Tencor Corp | 3.1 | ||
| Advanced Micro Devices Inc | 3.0 | ||
| HCA Holdings Inc | 3.0 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 255 | 90.1 |
| (b) Individuals (high net worth individuals) | 61 | 316.8 |
| (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 | 0 | 0.0 |
| (g) Pension and profit sharing plans | 11 | 0.0 |
| (h) Charitable organizations | 3 | 1.6 |
| (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 | 8 | 5.5 |
| (n) Other | 0 | 0.0 |
| Total | 934 | 413.9 |
| By Discretionary | ||
| Discretionary | 919 | 406.9 |
| Non-Discretionary | 15 | 7.0 |
| Total | 934 | 413.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 413.9 | |
| Total | 934 | 413.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001910210] |
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