THE TILTED FUNDS GROUP, LLC

RIASEC Registered
Total AUM
$811K
Discretionary
$0
0% of AUM
Avg account
$162K
Accounts
5
Employees
1
Advisory reps
2

Firm details

Headquarters
CUPERTINO, California
CRD number
141537
Fee structure
Percentage of AUM
Client types
  • Individuals100%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 100%100%
  • Non-Exchange Traded Equities100%

Contacts

2 of 2
  • ADAM MCAFEE

    Managing MemberCRD 1931619

  • KAREN LANDRY

    Managing DirectorCRD 1961856

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth