Top Tier Capital Partners, LLC

RIASEC RegisteredEst. 2007
Total AUM
$7.3B
Discretionary
$6.7B
93% of AUM
Avg account
$169M
Accounts
43
Employees
41
Advisory reps
11

Firm details

Headquarters
San Francisco, California
CRD number
144546
Registered since
August 20, 2007
Website
ttcp.com
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Top Tier Capital Partners, LLC is a privately organized investment manager that operates funds focused on private investments. The firm is structured as an LLC, has been SEC-registered since 2007, and serves an institutional client base. It acts in sponsor/GP roles for pooled vehicles and provides portfolio management for pooled investment vehicles and for businesses or institutions. The firm also performs CPO/CTA-type activities and reports being an active ESG investor. Its fee arrangements include asset-based, fixed, and performance-linked components.

Assets & Accounts

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

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Client base

Client personas

Owners & executives

3 of 3
  • Brian Dillon

    Brian Dillon

    Chief Compliance OfficerCRD 2352372

  • Denis Donovan

    Chief ExecutiveCRD 5005047

  • Promit Bhattacharya

    Promit Bhattacharya

    Partner, COO/CFOCRD 6028146

Contacts

3 of 8
  • David York

    David York

    General PartnerCRD 1303720

  • Robert Eu

    Robert Eu

    Board MemberCRD 3149075

  • Jessica Archibald

    Jessica Archibald

    General PartnerCRD 2531231

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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

San Francisco, CA

San Francisco

Location

San Francisco, CA

Headquartered in San Francisco, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
San Francisco
Address
650 California St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth