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| Tilia Fiduciary Partners Inc
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|---|---|
| CRD # | 157852 |
| SEC # | 801-120194 |
| CIK # | 0001910210 |
| AUM | 403.7 M (2026-05-19) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 910-679-4093 |
| Address | 32 N Front Street Wilmington, NC 28401 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001910210 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.7 | ||
| Alphabet Inc | 5.8 | ||
| Microsoft Corp | 5.0 | ||
| KLA Tencor Corp | 4.9 | ||
| Wal Mart Stores Inc | 4.6 | ||
| Valero Energy Corp/Tx | 4.5 | ||
| McKesson Corp | 4.5 | ||
| Advanced Micro Devices Inc | 3.9 | ||
| Visa Inc | 3.7 | ||
| HCA Holdings Inc | 3.7 | ||
| Marriott International Inc /MD/ | 3.6 | ||
| FPL Group Inc | 3.2 | ||
| Emcor Group Inc | 3.1 | ||
| Gilead Sciences Inc | 2.9 | ||
| BJ's Wholesale Club Holdings Inc | 2.8 | ||
| Lowes Companies Inc | 2.8 | ||
| Carlisle Companies Inc | 2.8 | ||
| FTI Consulting Inc | 2.6 | ||
| Stryker Corp | 2.6 | ||
| Gallagher Arthur J & Co | 2.5 | ||
| Thermo Fisher Scientific Inc | 2.5 | ||
| Tractor Supply Co /DE/ | 2.5 | ||
| Eaton Corp Ltd | 2.4 | ||
| Lennox International Inc | 2.3 | ||
| American Express Co | 2.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 252 | 90.6 |
| (b) Individuals (high net worth individuals) | 77 | 305.2 |
| (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 | 12 | 0.0 |
| (h) Charitable organizations | 2 | 1.2 |
| (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 | 13 | 6.7 |
| (n) Other | 0 | 0.0 |
| Total | 997 | 403.7 |
| By Discretionary | ||
| Discretionary | 979 | 393.9 |
| Non-Discretionary | 18 | 9.8 |
| Total | 997 | 403.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 403.7 | |
| Total | 997 | 403.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001910210] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Clients | 12 |
| Serves | Retail |
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