TIEDEMANN ADVISORS, LLC
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$29,043,170,554
15% change vs. 1 year ago
9% change vs. 3 years ago
68% change vs. 5 years ago
444% change vs. 10 years ago
Employee Count
187
32% change vs. 1 year ago
52% change vs. 3 years ago
55% change vs. 5 years ago
450% change vs. 10 years ago
Main Office
NEW YORK, NY
22 VANDERBILT AVENUE, NEW YORK, NY, UNITED STATES, 10017
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $24.3 |
| Non-Discretionary | $4.8 |
| Total | $29.0 |
| Client | AUM |
|---|---|
| Retail | $22.5 |
| Pooled | $4.3 |
| Institutional | $2.2 |
| Total | $29.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 416 | $22.5 |
| Average HNW AUM | $54,148,074 | |
| Retail Total | 416 | $22.5 |
| Average Retail AUM | $54,148,074 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| FIDELITY BROKERAGE SERVICES LLC | BOSTON-MA-USA | $10.3 |
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $2.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $24.8 |
| Retail SMA AUM | $22.5 |
| Institutional SMA AUM | $2.2 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 36% | $8.9 |
| Equity Non-Exch | 2% | $0.5 |
| Govt Agency | 2% | $0.5 |
| Municipal | 8% | $2.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.2 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 11% | $2.7 |
| Other Pools | 30% | $7.4 |
| Cash | 6% | $1.5 |
| Other | 4% | $1.0 |
| Total | 100% | $24.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| TIG ADVISORS LLC | $1.9 | 138306 | |
| ALVARIUM INVESTMENT ADVISORS (US), INC. | $0.7 | 152104 | |
| PRADERA LIMITED | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (FRANCE) SAS | $0.0 | - | |
| PRADERA EUROPE LIMITED | $0.0 | - | |
| ELLORA PARTNERS LIMITED | $0.0 | broker-dealer | - |
| TIEDEMANN WEALTH MANAGEMENT GP, LLC | $0.0 | - | |
| HOLBEIN PARTNERS LLP | $0.0 | - | |
| CRESCO CAPITAL ADVISERS LLP | $0.0 | - | |
| ALVARIUM CORE PARTNERS LLP | $0.0 | - | |
| TIEDEMANN INTERNATIONAL (SWITZERLAND) 2 AG | $0.0 | - | |
| CASTEEL CAPITAL LLP | $0.0 | - | |
| ALVARIUM INVESTMENT MANAGERS (SUISSE) SA | $0.0 | - | |
| ALVARIUM CI (US), LLC | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (PORTUGAL) - EMPRESA DE INVESTIMENTO, S.A. | $0.0 | - | |
| TIEDEMANN TRUST COMPANY | $0.0 | trust company | - |
| TIEDEMANN CONSTANTIA AG | $0.0 | - | |
| ALTI STRATEGIC ADVISORY (UK) LIMITED | $0.0 | broker-dealer | - |
| ALTI WEALTH MANAGEMENT (UK) LIMITED | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (SINGAPORE) PTE LIMITED | $0.0 | - | |
| ALTI CI ADVISORS (UK) LIMITED | $0.0 | - | |
| ALVARIUM INVESTMENT MANAGERS (UK) LLP | $0.0 | - | |
| ALTI RE LIMITED | $0.0 | - | |
| LJ MANAGEMENT (SUISSE) SA | $0.0 | trust company | - |
| ALTI PO (PAYMENTS) LIMITED | $0.0 | - | |
| ALVARIUM RE (US), LLC | $0.0 | - | |
| ALTI STRATEGIC ADVISORY (US) BD, LLC | $0.0 | broker-dealer | 304839 |
| ALTI WEALTH MANAGEMENT (HONG KONG) LIMITED | $0.0 | - | |
| OSPREY EQUITY PARTNERS LIMITED | $0.0 | - | |
| ALVARIUM FUND MANAGERS (UK) LIMITED | $0.0 | - | |
| ALTI WEALTH MANAGEMENT (SWITZERLAND) SA | $0.0 | - | |
| POINTWISE PARTNERS LIMITED | $0.0 | - | |
| SOCIAL HOUSING INCOME ADVISORS LIMITED | $0.0 | - | |
| TIEDEMANN ADVISORS GP, LLC | $0.0 | - | |
| LJ MANAGEMENT (IOM) LIMITED | $0.0 | trust company | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $29.0 | $0.0 | 0% | 187 | 0 | 0% |
| 2025-04-21 | $29.0 | $0.0 | 0% | 187 | 0 | 0% |
| 2024-04-02 | $25.3 | $3.7 | 15% | 142 | 45 | 32% |
| 2023-04-04 | $22.4 | $6.6 | 30% | 123 | 64 | 52% |
| 2022-04-01 | $26.6 | $2.5 | 9% | 123 | 64 | 52% |
| 2021-04-05 | $18.4 | $10.6 | 58% | 126 | 61 | 48% |
| 2020-04-01 | $17.3 | $11.7 | 68% | 121 | 66 | 55% |
| 2019-04-01 | $13.9 | $15.1 | 109% | 115 | 72 | 63% |
| 2018-04-02 | $12.3 | $16.7 | 136% | 119 | 68 | 57% |
| 2017-04-01 | $8.2 | $20.8 | 253% | 60 | 127 | 212% |
| 2016-04-01 | $5.2 | $23.9 | 462% | 34 | 153 | 450% |
| 2015-04-01 | $5.3 | $23.7 | 444% | 34 | 153 | 450% |
| 2014-04-01 | $4.6 | $24.5 | 533% | 35 | 152 | 434% |
| 2013-04-01 | $4.0 | $25.0 | 625% | 32 | 155 | 484% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| NY, AK-03/31/2023, CA-10/23/2009, CO-05/11/2018, CT-09/10/2013, DC-03/29/2024, DE-09/10/2013, FL-02/11/2009, IL-07/08/2024, LA-03/31/2023, MA-09/10/2013, MD-10/26/2016, MN-07/08/2024, NH-03/31/2023, NJ-09/26/2013, NV-03/29/2017, NY-03/19/2010, OR-03/29/2018, PA-09/10/2013, TN-03/31/2023, TX-10/26/2016, UT-03/29/2024, VA-10/26/2016, WA-10/26/2016 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) MANAGER SELECTION |
| OTHER ACTIVITIES |
|
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV