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| Tiverton Advisors LLC
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| |
|---|---|
| CRD # | 305331 |
| SEC # | 801-120440 |
| CIK # | |
| AUM | $1.6 BB (2024-05-23) |
| Employees | 28 (86% Investors, 0% Brokers) |
| Phone | 919-307-4527 |
| Address | 301 Hillsborough Street Raleigh, NC 27603 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| PE | Tiverton Agrifinance III LP | [2024-03-29] | 599.5 | 796.4 |
| PE | Tiverton Agrifinance III Offshore LP | [2024-03-29] | 271.2 | 280.2 |
| PE | TA MF LLC | [2023-03-31] | 97.4 | 381.5 |
| PE | Tiverton II CIP LP | [2021-02-03] | 26.0 | 36.5 |
| PE | Tiverton AG Legacy Holdings LLC | [2019-10-02] | 48.0 | 134.2 |
| PE | Tiverton Agrifinance II LP | [2019-10-02] | 130.4 | 364.0 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 6 | 1,629.4 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 6 | 1,629.4 |
| By Discretionary | ||
| Discretionary | 6 | 1,629.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 6 | 1,629.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 280.2 | |
| United States Persons | 1,349.2 | |
| Total | 6 | 1,629.4 |
| Form D Directors | # Filings | # Firms | 2011 - 2024 |
|---|---|---|---|
| David Chattleton | 15 | ||
| Tiverton Advisors LLC | 9 | ||
| Tiverton GP II LLC | 3 | ||
| TAF 3 GP LLC | 2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Warwick Investment Group LLC
✚
|
OK | 1.6 |
|
North Castle Partners LLC
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CT | 1.6 |
|
Beecken Petty O'Keefe & Company LLC
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|
IL | 1.6 |
|
Tyree & D'Angelo Partners Management LP
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IL | 1.6 |
|
Growthcurve Capital LP
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|
NY | 1.6 |
|
Ariel Alternatives LLC
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IL | 1.6 |
|
Formentera Partners LP
✚
|
TX | 1.6 |
|
West Rim Capital Associates II LP
✚
|
UT | 1.6 |
|
Serve Capital Partners LLC
✚
|
TX | 1.6 |
|
Enlightenment Capital LLC
✚
|
MD | 1.6 |