THE TILTED FUNDS GROUP, LLC
Firm details
- Headquarters
- CUPERTINO, California
- CRD number
- 141537
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
The Tilted Funds Group, LLC is a small, equity-focused advisory firm that manages portfolios for individuals and family clients and provides portfolio management for small businesses. The firm charges fees based on a percentage of assets under management and directs client capital primarily into equity exposures, with a clear emphasis on non-exchange-traded equity positions. Advisory activity is conducted on a non-discretionary basis, meaning clients retain final trading authority while the firm provides investment recommendations and portfolio construction support. The Tilted Funds Group does not operate as an institutional capital allocator; instead it places client capital into direct or third-party vehicles aligned with its equity-centric approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities100%
Contacts
2 of 2ADAM MCAFEE
Managing MemberCRD 1931619
KAREN LANDRY
Managing DirectorCRD 1961856
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CUPERTINO, CA
SANTA CLARA
Location
CUPERTINO, CA
Headquartered in CUPERTINO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 20400 Stevens Creek Blvd
- Time zone
- PT (UTC-8)
- Office locations
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