Tilia Fiduciary Partners Inc

-

Assets, Funds, Holdings

Home | Sign Up | Log In
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
Latest Filings
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Tilia Fiduciary Partners Inc
CRD #157852
SEC #801-120194
CIK #0001910210
AUM $173.0 MM (2024-08-30)
Employees 6 (67% Investors, 0% Brokers)
Phone910-679-4093
Address32 N Front Street
Wilmington, NC 28401
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($MM)
180144108723602009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
AAPL 2,382,844.0 6.6
MSFT 1,918,222.4 5.4
GOOGL 1,475,138.5 3.9
BAH 11,592.0 3.0
V 419,260.5 2.8
AMD 131,458.5 2.8
MCK 46,168.4 2.7
COST 207,576.9 2.7
CSL 12,394.7 2.7
WMT 335,434.5 2.6
View All
Holdings by Sector ($MM)
15012090603002022202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 244 76.9
(b) Individuals (high net worth individuals) 44 90.2
(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 7 4.3
(n) Other 0 0.0
Total 807 173.0
By Discretionary
Discretionary 799 168.9
Non-Discretionary 8 4.0
Total 807 173.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 173.0
Total 807 173.0
EDGAR Form CIK 2011 - 2024
13F-HR [0001910210]
Comparable Firms State AUM ($BB)
Commons Capital LLC
MA 0.2
Financial Institution Services LLC
NV 0.2
McBroom & Associates LLC
NV 0.2
Shelter Rock Management LLC
NY 0.2
Utopia Wealth Management LLC
FL 0.2
Ascend Interplay LLC
NY 0.2
JHP Wealth Management LLC
CO 0.2
Bright Angel Advisors LLC
MN 0.2
ETRE LLC
MA 0.2
Hutchinson & Ziegler Financial Advisors Inc
CA 0.2
Terms | Privacy | Guide
tony@aum13f.com