Tiedemann Advisors, Llc
SEC-registered
Multi-Family Office · Large ($10B–$100B)
CRD 147189
· SEC file 801-69865
· New York, NY
· www.linkedin.com
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ADV data as of Jul 10, 2026
- Regulatory AUM
- $31.0B
- Discretionary
- $26.5B
- Clients
- 461
- Avg AUM / client
- $67.3M
- Accounts
- 614
- Employees
- 182
AUM over time
$3.2B
$31.0B
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 10, 2026
Asset allocation (SMA assets by investment type)
as of Jul 10, 2026
Exchange-traded equities
$11.5B
37%
Pooled investment vehicles
$9.9B
32%
Registered investment companies (funds/ETFs)
$3.4B
11%
State & local bonds
$2.5B
8%
Cash & equivalents
$1.6B
5%
Other
$1.2B
4%
Non-exchange-traded equities
$310M
1%
US government & agency bonds
$310M
1%
Investment-grade corporate bonds
$310M
1%
Share of SMA assets by investment vehicle type, as filed in Form ADV Item 5.K. Dollar figures are percentages applied to total regulatory AUM.
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 407 | $24.1B | 77.7% |
| Pooled investment vehicles (non-investment companies) | 23 | $4.5B | 14.5% |
| Charitable organizations | 31 | $2.4B | 7.78% |
Private funds (25)
View all →Reported in Form ADV Section 7.B.(1), filing of Jul 2024 · $4.3B combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Ttc World Equity Fund Qp, Lp | Hedge Fund | Delaware | $1.0B | 129 |
| Ttc Multi Strategy Fund Qp, Lp master | Hedge Fund | Delaware | $942M | 176 |
| Municipal High Income Fund Qp, Lp | Other Private Fund | Delaware | $385M | 192 |
| Impact World Equity Fund, Lp | Hedge Fund | Delaware | $341M | 54 |
| Hybrid Equity Fund, Lp | Hedge Fund | Delaware | $339M | 113 |
| Energy Infrastructure & Utility Fund Qp, Lp | Hedge Fund | Delaware | $288M | 146 |
| Private Equity Partners Vii, Lp | Private Equity Fund | Delaware | $127M | 61 |
| Ttc Offshore Fund Spc Multi Strategy Segregated Portfolio feeder | Hedge Fund | Cayman Islands | $124M | 59 |
| Private Equity Partners Viii, Lp master | Private Equity Fund | Delaware | $114M | 44 |
| Ttc Eaf Fund, Lp | Hedge Fund | Delaware | $97.3M | 9 |
| Pep Ix Lp | Private Equity Fund | Delaware | $83.3M | 52 |
| Aozf, Lp | Real Estate Fund | Delaware | $67.0M | 45 |
| Aozf Ii, Lp | Real Estate Fund | Delaware | $52.2M | 21 |
| Alti Tax Advantaged Real Estate Income Fund, Lp | Real Estate Fund | Delaware | $49.2M | 30 |
| Pep 10 Lp | Private Equity Fund | Delaware | $48.1M | 21 |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Moran, Kevin, Patrick | Chief Operating Officer | Apr 2008 (18y) | Less than 5% | |
| Lewis, Whitney, Fogle | General Counsel And Chief Compliance Officer | May 2021 (5y) | Less than 5% | |
| Beaudette, Maria, Louise | Lead Financial Officer | Jun 2021 (5y) | Less than 5% | |
| Connell, Brooke, Bayard | President | Jan 2023 (4y) | Less than 5% | |
| Jordan Thomas Paine | Registered representative | CFA | Jul 2024 (2y) | |
| Anthony Scott Quill | Registered representative | CFA | Jul 2024 (2y) | |
| James Allen Sand | Registered representative | Jul 2024 (2y) | ||
| Erich Hartwig | Registered representative | CFA | Jul 2024 (2y) | |
| Ryan David Steensland | Registered representative | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Alti Global Wealth Management Holdings Limited | Member | Jan 2023 | A | 75% or more |
| Alti Wealth Management Holdings, Llc | Shareholder | Jan 2023 | B | ≈ 56.25% – 100% via Alti Global Wealth Management Holdings Limited |
| Alti Global Holdings, Llc | Member | Jan 2023 | B | ≈ 42.19% – 100% via Alti Wealth Management Holdings, Llc |
| Alti Global Topco Limited | Member | Jan 2023 | B | ≈ 31.64% – 100% via Alti Global Holdings, Llc |
| Alti Global Capital, Llc | Shareholder | Jan 2023 | B | ≈ 23.73% – 100% via Alti Global Topco Limited |
| Alti Global, Inc. | Member | Jan 2023 | B | ≈ 5.93% – 50% via Alti Global Capital, Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Alti Wealth Management Holdings, Llc: 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 56.25% – 100% of the firm
- Alti Global Holdings, Llc: 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 42.19% – 100% of the firm
- Alti Global Topco Limited: 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 31.64% – 100% of the firm
- Alti Global Capital, Llc: 75% – 100% of Alti Global Topco Limited × 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 23.73% – 100% of the firm
- Alti Global, Inc.: 25% – 50% of Alti Global Capital, Llc × 75% – 100% of Alti Global Topco Limited × 75% – 100% of Alti Global Holdings, Llc × 75% – 100% of Alti Wealth Management Holdings, Llc × 75% – 100% of Alti Global Wealth Management Holdings Limited × 75% – 100% direct ≈ 5.93% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (25, $4.3B gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Ttc World Equity Fund Qp, Lp | Hedge Fund | $1.0B | $0 | 129 |
| Ttc Multi Strategy Fund Qp, Lp | Hedge Fund | $942M | $0 | 176 |
| Municipal High Income Fund Qp, Lp | Other Private Fund | $385M | $0 | 192 |
| Impact World Equity Fund, Lp | Hedge Fund | $341M | $0 | 54 |
| Hybrid Equity Fund, Lp | Hedge Fund | $339M | $0 | 113 |
| Energy Infrastructure & Utility Fund Qp, Lp | Hedge Fund | $288M | $0 | 146 |
| Private Equity Partners Vii, Lp | Private Equity Fund | $127M | $0 | 61 |
| Ttc Offshore Fund Spc Multi Strategy Segregated Portfolio | Hedge Fund | $124M | $0 | 59 |
| Private Equity Partners Viii, Lp | Private Equity Fund | $114M | $0 | 44 |
| Ttc Eaf Fund, Lp | Hedge Fund | $97.3M | $0 | 9 |
| Pep Ix Lp | Private Equity Fund | $83.3M | $0 | 52 |
| Aozf, Lp | Real Estate Fund | $67.0M | $0 | 45 |
| Aozf Ii, Lp | Real Estate Fund | $52.2M | $0 | 21 |
| Alti Tax Advantaged Real Estate Income Fund, Lp | Real Estate Fund | $49.2M | $0 | 30 |
| Pep 10 Lp | Private Equity Fund | $48.1M | $0 | 21 |
| Global Impact Access Partnership Ii, Lp | Private Equity Fund | $44.6M | $0 | 30 |
| Global Impact Access Partnership, Lp | Private Equity Fund | $43.6M | $0 | 31 |
| Ttc Private Equity Partners V, Lp | Private Equity Fund | $36.4M | $0 | 31 |
| Aozf Iii, Lp | Real Estate Fund | $30.8M | $0 | 13 |
| Private Equity Partners Vi, Lp | Private Equity Fund | $25.6M | $0 | 22 |
| Global Impact Opportunities Iii, Lp | Private Equity Fund | $24.2M | $0 | 13 |
| Twm Freo Fund, Lp | Real Estate Fund | $19.7M | $0 | 21 |
| Ttc Offshore Fund Spc Global Long Short Segregated Portfolio | Hedge Fund | $9.4M | $0 | 23 |
| Ttc Private Equity Partners Iv, Lp | Private Equity Fund | $8.6M | $0 | 22 |
| Ttc Private Equity Partners Iii, Lp | Private Equity Fund | $4.2M | $0 | 43 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/10/2026 | 6.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $13.2B (43% of AUM) Jul 2026
- Charles Schwab & Co. $3.0B (10% of AUM) Jul 2026
- BNY Mellon $2.6B (8% of AUM) Jul 2026
- Pershing $55.5M (0% of AUM) Jul 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 10, 2026.
View current Form ADV (SEC/IAPD) ↗