TIVERTON ADVISORS, LLC

RIASEC RegisteredEst. 2021
Total AUM
$2.1B
Discretionary
$2.1B
100% of AUM
Avg account
$238M
Accounts
9
Employees
41
Advisory reps
4

Firm details

Headquarters
RALEIGH, North Carolina
CRD number
305331
Registered since
March 5, 2021
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

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

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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

1 of 1
  • Daniel Schillaci

    VP, Chief Compliance OfficerCRD 7719154

Contacts

3 of 3
  • DAVID CHATTLETON

    Founder & Managing PartnerCRD 4587633

  • BRADLEY TUBBS

    General CounselCRD 8068109

  • EDBERT SCHULTZ

    DirectorCRD 8068110

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

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth