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| Happy Holidays!! thanks for using AUM13F!! |
| Tiverton Advisors LLC
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| CRD # | 305331 |
| SEC # | 801-120440 |
| CIK # | |
| AUM | $2.0 B (2025-05-02) |
| Employees | 37 (92% Investors, 0% Brokers) |
| Phone | 919-307-4527 |
| Address | 301 Hillsborough Street Raleigh, NC 27603 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | TA KC LLC | [2025-03-31] | 0.0 | 162.2 |
| PE | Tiverton AG Legacy Holdings II LP | [2025-03-31] | 141.9 | 141.7 |
| PE | Tiverton AG Legacy Holdings II Parallel A LP | [2025-03-31] | 52.2 | 51.9 |
| PE | Tiverton Agrifinance III LP | [2024-03-29] | 599.5 | 895.4 |
| PE | Tiverton Agrifinance III Offshore LP | [2024-03-29] | 306.2 | 280.2 |
| PE | TA MF LLC | [2023-03-31] | 97.4 | 344.3 |
| PE | Tiverton II CIP LP | [2021-02-03] | 26.0 | 30.9 |
| PE | Tiverton AG Legacy Holdings LLC | [2019-10-02] | 48.0 | 89.3 |
| PE | Tiverton Agrifinance II LP | [2019-10-02] | 130.4 | 307.4 |
| 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 | 2.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 9 | 2.0 |
| By Discretionary | ||
| Discretionary | 9 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 9 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.3 | |
| United States Persons | 1.7 | |
| Total | 9 | 2.0 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| David Chattleton | 15 | ||
| Tiverton Advisors LLC | 9 | ||
| Tiverton GP II LLC | 3 | ||
| TALH GP2 LLC | 2 | ||
| TAF 3 GP LLC | 2 |
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