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TIEDEMANN ADVISORS, LLC
CRD 147189File 801-69865
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$31.01B
Top 10% of cohort (national)
Discretionary AUM
$26.45B
Non-discretionary $4.56B
Clients
461
614 accounts
Employees
182
Top 10% of cohort in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Feb 10, 2009
- Principal office
- 22 VANDERBILT AVENUE, 27TH FLOOR, NEW YORK, NY, 10017
- Phone
- 212-396-5900
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $31.01B
- Discretionary AUM
- $26.45B
- Non-discretionary AUM
- $4.56B
- Discretionary accounts
- 440
- Non-discretionary accounts
- 174
- Total accounts
- 614
- AUM per client
- $67.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | 31 | $2.41B |
| High net worth individuals | 407 | $24.10B |
| Pooled investment vehicles | 23 | $4.50B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.