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TIEDEMANN ADVISORS, LLC
CRD 147189File 801-69865
APPROVED
Retail clients
Custody
Filing as of Jul 10, 2026
Feed vintage Oct 1, 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
- Website
- https://alti-global.com/
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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 187 | 182 | decreased by5 |
| Apr 1, 2026 | Clients | 470 | 461 | decreased by9 |
| Apr 1, 2026 | AUM | $29,043,170,554 | $31,012,927,397 | increased by$1,969,756,843 |
| Apr 1, 2026 | Accounts | 627 | 614 | decreased by13 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 123 | 187 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 460 | 470 | increased by10 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $26,578,120,947 | $29,043,170,554 | increased by$2,465,049,607 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 588 | 627 | increased by39 |
| Apr 1, 2022 | Employees | 126 | 123 | decreased by3 |
| Apr 1, 2022 | Clients | 379 | 460 | increased by81 |
| Apr 1, 2022 | AUM | $18,414,999,076 | $26,578,120,947 | increased by$8,163,121,871 |
| Apr 1, 2022 | Accounts | 382 | 588 | increased by206 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “TIEDEMANN ADVISORS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“TIEDEMANN ADVISORS” may also match similarly-named firms). Confirm identity against each filing.
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.