Tilden Path Capital LLC
RIAState Registered
Total AUM
$12.8M
Discretionary
$12.8M
100% of AUM
Avg account
$514K
Accounts
25
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 321783
- Website
- www.tildenpathcapital.com
- Custodians
- CHARLES SCHWAB & CO., INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI76.74%
- Pooled Investment Vehicles23.26%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Tilden Path Capital LLC is an independent, California-registered investment adviser organized as an LLC and owned by an individual. The firm provides portfolio management primarily for individuals, small businesses and institutional clients, charging both a percentage-of-AUM fee and performance-based fees. It does not position itself as an ESG investor or as a multi-state adviser; its regulatory registration is at the state level in California. The firm also acts as sponsor/GP and managing member for pooled investment vehicles.
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
- Exchange Traded Equities88%
- Public Funds/Mutual Funds12%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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