TILLER PARTNERS, LLC
Firm details
- Headquarters
- Beverly Hills, California
- CRD number
- 170429
- Registered since
- March 20, 2014
- Website
- www.tillerpartnersllc.com
- Fee structure
- Fixed Fees, Performance Based Fees
- Client types
- Corporations / Businesses98.99%
- HNWI1.01%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities62%
- Cash & Cash Equivalents38%
Owners & executives
1 of 1CSABA KONKOLY
Managing Member And Chief Compliance OfficerCRD 5073185
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
Similar firms
GALLIOTT CAPITAL ADVISORS, LLC
RIABeverly Hills, CA
THE GORES GROUP, LLC
RIABeverly Hills, CA
GREAT GABLE WEALTH MANAGEMENT, LLC
RIABeverly Hills, CA
GORDONMD GLOBAL INVESTMENTS LP
RIABeverly Hills, CA
ELIOT FINKEL INVESTMENT COUNSEL, LLC
RIABeverly Hills, CA
TRYPERION MANAGER LLC
RIABeverly Hills, CA