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| Tiller Partners LLC
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|
|---|---|
| CRD # | 170429 |
| SEC # | 801-79243 |
| CIK # | |
| AUM | $160.0 MM (2023-03-20) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 657-215-1684 |
| Address | 531 Radcliffe Avenue Pacific Palisades, CA 90272 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 3.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 156.5 |
| (n) Other | 0 | 0.0 |
| Total | 7 | 160.0 |
| By Discretionary | ||
| Discretionary | 7 | 160.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 7 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 148.7 | |
| United States Persons | 11.3 | |
| Total | 7 | 160.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Lake Hills Wealth Management LLC
✚
|
TX | 0.2 |
|
Intelligent Financial Strategies LLC
✚
|
MN | 0.2 |
|
Sequoia Swiss Financial Advisors AG
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|
0.2 | |
|
Lewis Capital Management LLC
✚
|
CA | 0.2 |
|
Everest Management Corp
✚
|
CA | 0.2 |
|
Main Street Investment Advisors LLC
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|
IL | 0.2 |
|
Chesapeake Investment Management LLC
✚
|
VA | 0.2 |
|
Sheridan Capital Management LLC
✚
|
CA | 0.2 |
|
Bright Angel Advisors LLC
✚
|
MN | 0.2 |
|
Brown Wealth Management LLC
✚
|
IL | 0.2 |