{"url":"https://nivawealth.com/firms/tiedemann-advisors-147189","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/147189","regulatoryAum":31012927397,"crd":"147189","secFileNumber":"801-69865","legalName":"Tiedemann Advisors, LLC","displayName":"Tiedemann Advisors","website":null,"linkedinUrl":"https://www.linkedin.com/company/tiedemann-advisors/","founded":null,"organization":"Delaware limited liability company","fiscalYearEnd":"December","headquarters":{"street":"22 Vanderbilt Avenue, 27th Floor","city":"New York","state":"NY","stateName":"New York","country":"United States","postalCode":"10017"},"tradeNames":[],"registration":{"secApproved":"10 February 2009","noticeFilings":null,"latestNoticeFiling":null},"staff":{"employees":182,"advisory":64,"brokerDealerReps":0,"insuranceAgents":0,"promoters":0},"aum":{"discretionary":26453887390,"discretionaryAccounts":440,"nonDiscretionary":4559040007,"nonDiscretionaryAccounts":174,"wrapProgram":null,"nonUsClientsPct":3,"nonAumClients":4},"clientTypes":[{"label":"High-net-worth individuals","clients":407,"regulatoryAum":24103414570},{"label":"Pooled investment vehicles","clients":23,"regulatoryAum":4496049656},{"label":"Charitable organizations","clients":31,"regulatoryAum":2413463171}],"fees":[],"feeNotes":[],"feePrograms":[],"brochureCoverage":{"scope":"known_documents","status":"not_processed","checkedAt":null,"documents":[]},"custodians":[{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"San Francisco, CA","smaAssets":2979613206},{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":13223864658},{"name":"BNY Mellon, N.A.","shortName":"BNY Mellon, N.A.","location":"Boston, MA","smaAssets":2603186633}],"custodyNote":"Tiedemann Advisors has custody of $12.57B for 438 clients.","otherCustodians":[],"leadership":[{"name":"Brooke Connell","title":"President","crd":"7686224"},{"name":"Whitney Lewis","title":"Chief Legal Officer, US and Chief Compliance Officer","crd":"7379056"}],"ownership":[{"label":"Alti Wealth & Capital Solutions","detail":"Member in the 75% or more ownership band and a control person, since August 2024."},{"label":"Alti Wealth & Capital Solutions Holdings, LLC","detail":"Member in the 75% or more ownership band and a control person, since August 2024."},{"label":"Alti Global Holdings, LLC","detail":"Indirect owner: a member of Alti Wealth & Capital Solutions Holdings, LLC in the 75% or more band and a control person, since January 2023.","parent":"Alti Wealth & Capital Solutions Holdings, LLC"},{"label":"Alti Global Topco Limited","detail":"Indirect owner: a member of Alti Global Holdings, LLC in the 75% or more band and a control person, since January 2023.","parent":"Alti Global Holdings, LLC"},{"label":"Alti Global Capital, LLC","detail":"Indirect owner: a shareholder of Alti Global Topco Limited in the 75% or more band and a control person, since January 2023.","parent":"Alti Global Topco Limited"},{"label":"Alti Global, Inc.","detail":"Indirect owner: a member of Alti Global Capital, LLC in the 50% to 75% band and a control person, since January 2023.","parent":"Alti Global Capital, LLC"}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":8,"privateResidences":0},"listedOfficeAddresses":8,"officesByState":[{"state":"California","offices":1,"addresses":[{"street":"101 California Street","city":"San Francisco"}]},{"state":"Delaware","offices":1,"addresses":[{"street":"200 Bellevue Parkway","city":"Wilmington"}]},{"state":"Florida","offices":1,"addresses":[{"street":"249 Royal Palm Way","city":"Palm Beach"}]},{"state":"Minnesota","offices":1,"addresses":[{"street":"600 Highway 169 South","city":"Minneapolis"}]},{"state":"New York","offices":1,"addresses":[{"street":"22 Vanderbilt Avenue, 27th Floor","city":"New York","headquarters":true}]},{"state":"Oregon","offices":1,"addresses":[{"street":"1120 NW Couch Street","city":"Portland"}]},{"state":"Texas","offices":1,"addresses":[{"street":"100 Crescent Court","city":"Dallas"}]},{"state":"Washington","offices":1,"addresses":[{"street":"601 Union Street","city":"Seattle"}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"212-396-5900","stateRegisteredReps":0,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Portfolio management for pooled investment vehicles (other than investment companies)","Portfolio management for businesses (other than small businesses) or institutional clients","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":37},{"label":"Non-exchange-traded equity securities","percent":1},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":8},{"label":"Investment grade corporate bonds","percent":1},{"label":"Securities issued by registered investment companies or business development companies","percent":11},{"label":"Securities issued by pooled investment vehicles (other than registered investment companies)","percent":32},{"label":"Cash and cash equivalents","percent":5},{"label":"Other","percent":4,"detail":"Real Estate, Receivables, Etc."}],"privateFunds":23},"sources":{"adv1FilingDate":"10 July 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/147189/PDF/147189.pdf","brochureDate":null,"brochureUrl":null,"iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Tiedemann Advisors have?","answer":"Tiedemann Advisors has 461 clients and manages $31 billion for them, as of July 2026. They include 407 high-net-worth individuals, 31 charitable organizations and 23 pooled investment vehicles.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Tiedemann Advisors offer?","answer":"Tiedemann Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for pooled vehicles, portfolio management for institutions and selecting other managers.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Tiedemann Advisors use?","answer":"Tiedemann Advisors’ separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $13,223,864,658, Charles Schwab & Co., Inc. (San Francisco, CA), with $2,979,613,206 and BNY Mellon, N.A. (Boston, MA), with $2,603,186,633. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 10 July 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Tiedemann Advisors have?","answer":"Tiedemann Advisors has 0 investment adviser representatives registered with state securities authorities, out of 182 employees, and 64 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Tiedemann Advisors invest in?","answer":"At the end of its last fiscal year, Tiedemann Advisors’ separately managed accounts held 37% exchange-traded equities, 32% pooled vehicles (private funds and similar), 11% registered funds (mutual funds, ETFs, BDCs), 8% state and local bonds, 5% cash and equivalents, 4% real estate, receivables, etc., 1% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% investment grade corporate bonds. It advises 23 private funds.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Tiedemann Advisors?","answer":"Tiedemann Advisors is owned through a chain of holding companies by Alti Global, Inc. Its direct owners are Alti Wealth & Capital Solutions (75% or more) and Alti Wealth & Capital Solutions Holdings, LLC (75% or more).","source":"Form ADV Part 1A, Schedules A and B, filed 10 July 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Tiedemann Advisors get paid?","answer":"Tiedemann Advisors is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva Wealth is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}