TIVERTON ADVISORS, LLC
Firm details
- Headquarters
- RALEIGH, North Carolina
- CRD number
- 305331
- Registered since
- March 5, 2021
- Website
- tiverton.ag
- Fee structure
- Percentage of AUM, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Tiverton Advisors, LLC is a privately held limited liability company that operates as a private equity fund manager and advisor to pooled investment vehicles. The firm is SEC-registered (since 2021) and serves an institutional client base. Tiverton’s advisory mandate centers on portfolio management for pooled vehicles, and it functions in sponsor and general partner roles as a managing member of those vehicles. Its stated fee arrangements include a percentage-of-AUM component, performance-based fees, and other negotiated charges. The firm is not identified as an active ESG investor and is not a multi-state adviser.
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
Owners & executives
1 of 1Daniel Schillaci
VP, Chief Compliance OfficerCRD 7719154
Contacts
3 of 3DAVID CHATTLETON
Founder & Managing PartnerCRD 4587633
BRADLEY TUBBS
General CounselCRD 8068109
EDBERT SCHULTZ
DirectorCRD 8068110
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
RALEIGH, NC
WAKE
Location
RALEIGH, NC
Headquartered in RALEIGH, NC, anchoring the Raleigh-Durham-Cary, NC metro in the South.
- Metro area
- Raleigh-Durham-Cary, NC
- Region
- South
- County
- WAKE
- Address
- 301 Hillsborough St
- Time zone
- ET (UTC-5)
- Office locations
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