Tilden Capital Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 154988
- Website
- www.tildencm.com
- Custodians
- ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI80.87%
- Individuals19.13%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Tilden Capital Management, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates under an individual-owner structure and uses a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—so it can serve both ongoing wealth management relationships and project-based planning engagements. Investment activity is concentrated in publicly available pooled vehicles rather than direct-stock concentrated bets. The firm does not position itself as an ESG-driven manager, nor does it act as a pension consultant or multi-state adviser. Its advisory footprint is straightforward: customized planning paired with discretionary portfolio management for a limited client base.
Assets & Accounts
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
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Mason Tilden
Managing MemberCRD 2974351
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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