TILIA HOLDINGS, LLC

RIASEC RegisteredEst. 2019
Total AUM
$312M
Discretionary
$312M
100% of AUM
Avg account
$104M
Accounts
3
Employees
11
Advisory reps
3

Firm details

Headquarters
CHICAGO, Illinois
CRD number
292148
Registered since
July 19, 2019
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Tilia Holdings, LLC is organized as an LLC and operates primarily as a private equity fund manager focused on pooled investment vehicles. The adviser registered with the SEC in 2019 and serves institutional clients. Its advisory activity centers on portfolio management for pooled vehicles, and the firm functions as a sponsor/GP/managing member for the vehicles it runs. Fee arrangements combine a percentage of assets under management with performance-based fees. Tilia does not report being an active ESG investor and is not presented as a multi-state or related adviser.

Assets & Accounts

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

Owners & executives

2 of 2
  • ERIC LARSON

    Co-Founder, Chairman & CEOCRD 6024139

  • Johannes Burlin

    Co-founder & Co-CEOCRD 6910245

Contacts

1 of 1
  • JUDY SLATER

    Vice President, FinanceCRD 6466201

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

CHICAGO, IL

COOK

Location

CHICAGO, IL

Headquartered in CHICAGO, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.

Metro area
Chicago-Naperville, IL-IN-WI
Region
Midwest
County
COOK
Address
320 S Canal St
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth