Tiller Partners, Llc
- Regulatory AUM
- $261M
- Discretionary
- $261M
- Clients
- 7
- Avg AUM / client
- $37.4M
- Accounts
- 7
- Employees
- 1
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 1 | $2.6M | 1.01% |
| Corporations and other businesses | 6 | $259M | 99.0% |
People (2)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Konkoly, Csaba | Managing Member, Chief Compliance Officer | Oct 2015 (11y) | ≈ 37.5% – 75% via Csaba And Judy Konkoly Family Trust | |
| Konkoly, Judy | Trustee | Oct 2015 (11y) | ≈ 37.5% – 75% via Csaba And Judy Konkoly Family Trust |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Csaba And Judy Konkoly Family Trust | Managing Member | Oct 2015 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Konkoly, Csaba: 50% – 75% of Csaba And Judy Konkoly Family Trust × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Konkoly, Judy: 50% – 75% of Csaba And Judy Konkoly Family Trust × 75% – 100% direct ≈ 37.5% – 75% 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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 933 KB | 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
- • Fixed fees
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗