Tiverton Advisors LLC

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Tiverton Advisors LLC ✚
CRD #	305331
SEC #	801-120440
CIK #
AUM	2,143.5 M (2026-03-31)
Employees	41 (83% Investors, 0% Brokers)
Phone	919-307-4527
Address	301 Hillsborough Street Raleigh, NC 27603
Source	[IAPD] [Website] [Twitter] [LinkedIn] [Facebook]

Total AUM ($B) Copy

Type	Form D Funds	Date	Sold	AUM
PE	TA KC LLC	[2025-03-31]		86.2 M
	Filed 2023-12-22 (D) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose
PE	Tiverton AG Legacy Holdings II LP	[2025-03-31]	141.9 M	240.7 M
	Filed 2025-02-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $22,500 · Revenue Decline to Disclose
PE	Tiverton AG Legacy Holdings II Parallel A LP	[2025-03-31]	52.2 M	94.1 M
	Filed 2025-02-07 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $100,000 · Remaining Indefinite · Duration One year or less · Commission $22,500 · Revenue Decline to Disclose
PE	Tiverton Agrifinance III LP	[2024-03-29]	306.2 M	954.1 M
	Filed 2025-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $1,618,727 · Revenue Decline to Disclose
PE	Tiverton Agrifinance III Offshore LP	[2024-03-29]	306.2 M	280.2 M
	Filed 2025-04-15 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Remaining Indefinite · Duration One year or less · Commission $1,618,727 · Revenue Decline to Disclose
PE	TA MF LLC	[2023-03-31]	97.4 M	289.9 M
	Filed 2022-04-21 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $200,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Tiverton II CIP LP	[2021-02-03]	26.0 M	31.8 M
	Filed 2021-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1,000,000 · Remaining Indefinite · Duration One year or less · Commission $455,000 · Net Assets Decline to Disclose
PE	Tiverton AG Legacy Holdings LLC	[2019-10-02]	48.0 M	129.5 M
	Filed 2022-03-03 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $20,000 · Remaining Indefinite · Duration One year or less · Net Assets Decline to Disclose
PE	Tiverton Agrifinance II LP	[2019-10-02]	130.4 M	317.2 M
	Filed 2021-03-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1), 3(c)(7) · Minimum $50,000 · Remaining Indefinite · Duration More than one year · Commission $1,275,000 · Net Assets Decline to Disclose

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)	0	0.0
(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	9	2.1
(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	0	0.0
(n) Other	0	0.0
Total	9	2.1
By Discretionary
Discretionary	9	2.1
Non-Discretionary	0	0.0
Total	9	2.1
By Non-United States Persons
Non-United States Persons		0.3
United States Persons		1.8
Total	9	2.1

Form D Directors	Role	# Filings	# Firms
David Chattleton	Executive Officer	19	2
Tiverton Advisors LLC	Promoter	13	2
Talh GP2 LLC	Promoter	4	2
TAF 3 GP LLC	Promoter	3	2
Tiverton GP II LLC	Promoter	3	1

Firm Profile (Form ADV)
Serves	Institutional
Fund Types	Private Equity

Comparable Firms	State	AUM
CAI Manager LP ✚	CA	2,177.7 M
Ascend Capital Partners Manager LP ✚	NY	2,176.3 M
Resurgens Technology Advisors LP ✚	GA	2,167.6 M
Shanghai Fosun Chuangfu Equity Investment Management Company ✚		2,156.3 M
OMNI Bridgeway Management USA LLC ✚	NY	2,149.6 M
NexPhase Capital LP ✚	NY	2,139.9 M
Tower Arch Capital LP ✚	UT	2,118.1 M
Enlightenment Capital LLC ✚	MD	2,116.7 M
Westview Capital Management LLC ✚	MA	2,116.1 M
Greylion Partners LP ✚	NY	2,111.4 M

Tiverton Advisors LLC

Assets, Funds, Holdings