TILLER PARTNERS, LLC

RIASEC RegisteredEst. 2014
Total AUM
$261M
Discretionary
$261M
100% of AUM
Avg account
$37.4M
Accounts
7
Employees
1
Advisory reps
1

Firm details

Headquarters
Beverly Hills, California
CRD number
170429
Registered since
March 20, 2014
Fee structure
Fixed Fees, Performance Based Fees
Client types
  • Corporations / Businesses98.99%
  • HNWI1.01%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tiller Partners, LLC is an SEC-registered investment adviser formed as an LLC in 2014. The firm provides discretionary portfolio management focused on individuals, families and small businesses, and its client mix also includes institutional relationships. Compensation is through a mix of fixed fees and performance-based fees. The adviser reports a broker-dealer affiliation and does not describe itself as a multi-state or ESG-focused manager. The firm's ownership is listed as a domestic entity and individual owners. Its regulatory classification is unclassified in the available snapshot, and it does not identify as a pension consultant or related adviser to another registered manager.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 62%, Cash & Cash Equivalents 38%62%
  • Non-Exchange Traded Equities62%
  • Cash & Cash Equivalents38%

Owners & executives

1 of 1
  • CSABA KONKOLY

    Managing Member And Chief Compliance OfficerCRD 5073185

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

Beverly Hills, CA

LOS ANGELES

Location

Beverly Hills, CA

Headquartered in Beverly Hills, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.

Metro area
Los Angeles-Long Beach, CA
Region
West
County
LOS ANGELES
Address
9444 Santa Monica Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth