TIEDEMANN ADVISORS, LLC

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Tiedemann Advisors is based out of New York. Tiedemann Advisors is a large advisory firm with 407 clients and discretionary assets under management (AUM) of $11,574,258,492 (Form ADV from 2018-07-01). Their last reported 13F filing for Q3 2019 included $2,082,424,000 in managed 13F securities and a top 10 holdings concentration of 44.82%. Tiedemann Advisors's largest holding is Deep Value ETF with shares held of 7,949,539. Tiedemann Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 38 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $2.082 Billion
  • Prior Market Value $1.996 Billion
  • New Purchases34 stocks
  • Additional Purchases150 stocks
  • Sold out of26 stocks
  • Reduced holdings in81 stocks
  • Top 10 Holdings % 44.82 %
  • Turnover % [1]:20.07%
  • Turnover Alt % [2]: 12.08 %
  • Time Held Top20:7.00 quarters
  • Time Held Top10:7.00 quarters
  • Time Held All:8.44 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 3.66%
Performance Last 4 Quarters: 8.94%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
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Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR/A (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR/A (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR/A (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
Tiedemann Wealth Management Holdings, LLC

View Last Form Adv Compilation Report on Record

TIEDEMANN ADVISORS, LLC
Classified as Hedge Fund
520 MADISON AVENUE 26TH FLOOR
NEW YORK NY    10022
Country: United States

Business Phone: 212-396-5900
Fax: 212-396-8772
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: DE
Number of employees: 115
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 4,853,110,000
Total Number of Clients: 407
Amount of client funds and securities by related persons: 1,856,410,000
Total Number of clients from related persons: 44
Disclosures:
Data above was derived from SEC filings.

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TIEDEMANN ADVISORS, LLC

ownership team - last updated 2019-03-30
Name Title Start Date Direct/Indirect % Ownership
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC MEMBER 01/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MEMBER direct 2008-01-01
TIEDEMANN, MICHAEL, GLENN CHIEF EXECUTIVE OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIG ADVISORS LLC PRESIDENT direct 2005-08-01
TIG ADVISORS LLC CEO direct 2007-06-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC HEAD OF INVESTMENT MANAGEMENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
MORAN, KEVIN, PATRICK CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/CHIEF OPERATING OFFICER 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRM AMERICAS LLC CHIEF COMPLIANCE OFFICER direct 2007-03-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2008-04-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
WELCH, CHRISTOPHER, JOHN CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
STRATEGY ASSET MANAGERS L.L.C. CHIEF FINANCIAL OFFICER direct 2001-03-01 2007-03-19
SMITH, CRAIG, LINDSAY PRESIDENT 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC PRESIDENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
DUNNINGTON, JULIE, ANN CHIEF MARKETING OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN ADVISORS, LLC CHIEF MARKETING OFFICER direct 2018-01-01
MCKINNON, GEORGE, NEIL CHIEF TECHNOLOGY OFFICER 01/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN ADVISORS, LLC CHIEF TECHNOLOGY OFFICER direct 2018-01-01
Insley, Richard, Kent CHIEF INVESTMENT OFFICER 12/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN ADVISORS, LLC CHIEF INVESTMENT OFFICER direct 2018-12-01
ISTEL, YVESANDRE MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2008-01-01
SMITH, CRAIG, LINDSAY MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC PRESIDENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
TIEDEMANN, MICHAEL, GLENN MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
TIG ADVISORS LLC PRESIDENT direct 2005-08-01
TIG ADVISORS LLC CEO direct 2007-06-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC HEAD OF INVESTMENT MANAGEMENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
COBB, BRODIE, LYLE MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
PRESIDIO WEALTH ADVISORY LLC MEMBER indirect 1998-01-01
PRESIDIO CAPITAL ADVISORS, LLC MEMBER indirect 2003-01-01
PRESIDIO CAPITAL ADVISORS, LLC PRESIDENT/FINOP direct 2003-12-01
PRESIDIO CAPITAL ADVISORS LLC EXECUTIVE CHAIRMAN direct 2013-12-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2016-09-01
PRESIDIO WEALTH MANAGEMENT LLC MEMBER indirect 1998-01-01 2002-08-26
PRESIDIO WEALTH MANAGEMENT LLC MEMBER indirect 1998-01-01 2003-02-28
PRESIDIO CAPITAL ADVISORS, LLC FINOP direct 2003-01-01 2003-04-17
PRESIDIO WEALTH MANAGEMENT LLC PRESIDENT/CEO direct 2005-01-01 2013-12-10
MERRICK, NICHOLAS, ANDREW MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2016-10-01
RUSSELL, ERIC, ARTHUR MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
SUNSHINE MANAGEMENT SERVICES, LLC MEMBER direct 2003-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWM PARTNERS FUND, LP United States 805-8569544946 Hedge Fund 27,730,956 2,000,000 Fund of Funds
TTC PRIVATE EQUITY PARTNERS III, LP United States 805-4096853184 Private Equity Fund 9,059,689 0 Fund of Funds
TTC GLOBAL LONG/SHORT FUND QP, LP United States 805-3830181591 Hedge Fund 320,592,265 0 Fund of Funds
ENERGY & UTILITY INFRASTRUCTURE FUND, LP United States 805-4116562774 Hedge Fund 8,392,269 0
TTC WORLD EQUITY FUND QP, LP United States 805-1198575718 Hedge Fund 652,108,229 0 Fund of Funds
TTC PRIVATE EQUITY PARTNERS IV, LP United States 805-9034582716 Private Equity Fund 14,577,116 0 Fund of Funds
TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIO Cayman Islands 805-6310294829 Hedge Fund 95,983,544 0 Feeder Fund Fund of Funds
TTC OFFSHORE FUND SPC - GLOBAL LONG-SHORT SEGREGATED PORTFOLIO Cayman Islands 805-5487956443 Hedge Fund 34,574,464 0 Fund of Funds
PRIVATE EQUITY PARTNERS VI, LP United States 805-2685338639 Private Equity Fund 22,215,257 0 Fund of Funds
TTC MULTI-STRATEGY FUND QP, LP United States 805-6944908808 Hedge Fund 672,130,683 0 Master Fund Fund of Funds
MUNICIPAL HIGH INCOME FUND QP, LP United States 805-7777639616 Other Private Fund LONG ONLY 232,374,280 0
HEDGE PROGRAM FUND QP, LP United States 805-2990897483 Hedge Fund 12,141,157 0
PRIVATE EQUITY PARTNERS VII, LP United States 805-5984585844 Private Equity Fund 29,929,126 0 Fund of Funds
HYBRID EQUITY FUND, LP United States 805-4785276306 Hedge Fund 42,430,564 0 Fund of Funds
TWM FREO FUND, LP United States 805-9879589465 Real Estate Fund 9,781,145 0 Fund of Funds
TTC PRIVATE EQUITY PARTNERS V, LP United States 805-5038251695 Private Equity Fund 22,215,257 0 Fund of Funds
ENERGY & UTILITY INFRASTRUCTURE FUND QP, LP United States 805-3842516947 Hedge Fund 387,756,340 0
GLOBAL IMPACT ACCESS PARTNERSHIP, LP United States 805-3677583729 Private Equity Fund 2,832,444 100 Fund of Funds

TIEDEMANN ADVISORS, LLC

ownership team - last updated 2018-10-10
Name Title Start Date Direct/Indirect % Ownership
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC MEMBER 01/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MEMBER direct 2008-01-01
TIEDEMANN, MICHAEL, GLENN CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIG ADVISORS LLC PRESIDENT direct 2005-08-01
TIG ADVISORS LLC CEO direct 2007-06-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC HEAD OF INVESTMENT MANAGEMENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
MORAN, KEVIN, PATRICK CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/CHIEF OPERATING OFFICER 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRM AMERICAS LLC CHIEF COMPLIANCE OFFICER direct 2007-03-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2008-04-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
WELCH, CHRISTOPHER, JOHN CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
STRATEGY ASSET MANAGERS L.L.C. CHIEF FINANCIAL OFFICER direct 2001-03-01 2007-03-19
SMITH, CRAIG, LINDSAY PRESIDENT 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC PRESIDENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
ISTEL, YVESANDRE MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2008-01-01
SMITH, CRAIG, LINDSAY MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC PRESIDENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
TIEDEMANN, MICHAEL, GLENN MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
TIG ADVISORS LLC PRESIDENT direct 2005-08-01
TIG ADVISORS LLC CEO direct 2007-06-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC HEAD OF INVESTMENT MANAGEMENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
COBB, BRODIE, LYLE MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
PRESIDIO WEALTH ADVISORY LLC MEMBER indirect 1998-01-01
PRESIDIO CAPITAL ADVISORS, LLC MEMBER indirect 2003-01-01
PRESIDIO CAPITAL ADVISORS, LLC PRESIDENT/FINOP direct 2003-12-01
PRESIDIO CAPITAL ADVISORS LLC EXECUTIVE CHAIRMAN direct 2013-12-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2016-09-01
PRESIDIO WEALTH MANAGEMENT LLC MEMBER indirect 1998-01-01 2002-08-26
PRESIDIO WEALTH MANAGEMENT LLC MEMBER indirect 1998-01-01 2003-02-28
PRESIDIO CAPITAL ADVISORS, LLC FINOP direct 2003-01-01 2003-04-17
PRESIDIO WEALTH MANAGEMENT LLC PRESIDENT/CEO direct 2005-01-01 2013-12-10
MERRICK, NICHOLAS, ANDREW MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2016-10-01
RUSSELL, ERIC, ARTHUR MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
SUNSHINE MANAGEMENT SERVICES, LLC MEMBER direct 2003-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWM FREO FUND, LP United States 805-9879589465 Real Estate Fund 13,329,189 0 Fund of Funds
TTC PRIVATE EQUITY PARTNERS V, LP United States 805-5038251695 Private Equity Fund 38,483,438 0 Fund of Funds
ENERGY INFRASTRUCTURE FUND QP, LP United States 805-3842516947 Hedge Fund 348,705,025 0
PRIVATE EQUITY PARTNERS VI, LP United States 805-2685338639 Private Equity Fund 20,171,046 0 Fund of Funds
TWM PARTNERS FUND, LP United States 805-8569544946 Hedge Fund 36,326,883 2,000,000 Fund of Funds
TTC PRIVATE EQUITY PARTNERS III, LP United States 805-4096853184 Private Equity Fund 12,231,676 0 Fund of Funds
TTC GLOBAL LONG/SHORT FUND QP, LP United States 805-3830181591 Hedge Fund 159,741,760 0 Fund of Funds
ENERGY INFRASTRUCTURE FUND, LP United States 805-4116562774 Hedge Fund 8,702,043 0
TTC WORLD EQUITY FUND QP, LP United States 805-1198575718 Hedge Fund 613,112,047 0 Fund of Funds
TTC PRIVATE EQUITY PARTNERS IV, LP United States 805-9034582716 Private Equity Fund 13,499,821 0 Fund of Funds
TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIO Cayman Islands 805-6310294829 Hedge Fund 65,670,043 0 Feeder Fund Fund of Funds
TTC OFFSHORE FUND SPC - GLOBAL LONG-SHORT SEGREGATED PORTFOLIO Cayman Islands 805-5487956443 Hedge Fund 21,870,962 0 Fund of Funds
TTC MULTI-STRATEGY FUND QP, LP United States 805-6944908808 Hedge Fund 436,468,324 0 Master Fund Fund of Funds
MUNICIPAL HIGH INCOME FUND QP, LP United States 805-7777639616 Other Private Fund LONG ONLY 50,729,013 0
HEDGE PROGRAM FUND QP, LP United States 805-2990897483 Hedge Fund 2,118,817 0
PRIVATE EQUITY PARTNERS VII, LP United States 805-5984585844 Private Equity Fund 7,252,014 0 Fund of Funds
HYBRID EQUITY FUND, LP United States 805-4785276306 Hedge Fund 41,974,838 0 Fund of Funds

TIEDEMANN ADVISORS, LLC

ownership team - last updated 2018-05-30
Name Title Start Date Direct/Indirect % Ownership
TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC MEMBER 01/01/2008 Direct 75% or more
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MEMBER direct 2008-01-01
TIEDEMANN, MICHAEL, GLENN CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIG ADVISORS LLC PRESIDENT direct 2005-08-01
TIG ADVISORS LLC CEO direct 2007-06-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC HEAD OF INVESTMENT MANAGEMENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
MORAN, KEVIN, PATRICK CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/CHIEF OPERATING OFFICER 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
FRM AMERICAS LLC CHIEF COMPLIANCE OFFICER direct 2007-03-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL direct 2008-04-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER direct 2008-04-01
WELCH, CHRISTOPHER, JOHN CHIEF FINANCIAL OFFICER 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF FINANCIAL OFFICER direct 2008-01-01
STRATEGY ASSET MANAGERS L.L.C. CHIEF FINANCIAL OFFICER direct 2001-03-01 2007-03-19
SMITH, CRAIG, LINDSAY PRESIDENT 01/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC PRESIDENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
ISTEL, YVESANDRE MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 01/01/2008 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2008-01-01
SMITH, CRAIG, LINDSAY MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC PRESIDENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
TIEDEMANN, MICHAEL, GLENN MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2009 Indirect Other
Fund Name Position direct/indirect start date end date
TIG ADVISORS LLC PRESIDENT direct 2005-08-01
TIG ADVISORS LLC CEO direct 2007-06-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC HEAD OF INVESTMENT MANAGEMENT direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER direct 2008-01-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2009-09-01
COBB, BRODIE, LYLE MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 09/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
PRESIDIO WEALTH ADVISORY LLC MEMBER indirect 1998-01-01
PRESIDIO CAPITAL ADVISORS, LLC MEMBER indirect 2003-01-01
PRESIDIO CAPITAL ADVISORS, LLC PRESIDENT/FINOP direct 2003-12-01
PRESIDIO CAPITAL ADVISORS LLC EXECUTIVE CHAIRMAN direct 2013-12-01
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2016-09-01
PRESIDIO WEALTH MANAGEMENT LLC MEMBER indirect 1998-01-01 2002-08-26
PRESIDIO WEALTH MANAGEMENT LLC MEMBER indirect 1998-01-01 2003-02-28
PRESIDIO CAPITAL ADVISORS, LLC FINOP direct 2003-01-01 2003-04-17
PRESIDIO WEALTH MANAGEMENT LLC PRESIDENT/CEO direct 2005-01-01 2013-12-10
MERRICK, NICHOLAS, ANDREW MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 10/01/2016 Indirect Other
Fund Name Position direct/indirect start date end date
TIEDEMANN WEALTH MANAGEMENT, LLC MANAGER indirect 2016-10-01
RUSSELL, ERIC, ARTHUR MANAGER TIEDEMANN WEALTH MANAGEMENT HOLDINGS, LLC 01/01/2018 Indirect Other
Fund Name Position direct/indirect start date end date
SUNSHINE MANAGEMENT SERVICES, LLC MEMBER direct 2003-10-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TWM FREO FUND, LP United States 805-9879589465 Real Estate Fund 13,329,189 0 Fund of Funds
TTC PRIVATE EQUITY PARTNERS V, LP United States 805-5038251695 Private Equity Fund 38,483,438 0 Fund of Funds
ENERGY INFRASTRUCTURE FUND QP, LP United States 805-3842516947 Hedge Fund 348,705,025 0
PRIVATE EQUITY PARTNERS VI, LP United States 805-2685338639 Private Equity Fund 20,171,046 0 Fund of Funds
TWM PARTNERS FUND, LP United States 805-8569544946 Hedge Fund 36,326,883 2,000,000 Fund of Funds
TTC PRIVATE EQUITY PARTNERS III, LP United States 805-4096853184 Private Equity Fund 12,231,676 0 Fund of Funds
TTC GLOBAL LONG/SHORT FUND QP, LP United States 805-3830181591 Hedge Fund 159,741,760 0 Fund of Funds
ENERGY INFRASTRUCTURE FUND, LP United States 805-4116562774 Hedge Fund 8,702,043 0
TTC WORLD EQUITY FUND QP, LP United States 805-1198575718 Hedge Fund 613,112,047 0 Fund of Funds
TTC PRIVATE EQUITY PARTNERS IV, LP United States 805-9034582716 Private Equity Fund 13,499,821 0 Fund of Funds
TTC OFFSHORE FUND SPC - MULTI-STRATEGY SEGREGATED PORTFOLIO Cayman Islands 805-6310294829 Hedge Fund 65,670,043 0 Feeder Fund Fund of Funds
TTC OFFSHORE FUND SPC - GLOBAL LONG-SHORT SEGREGATED PORTFOLIO Cayman Islands 805-5487956443 Hedge Fund 21,870,962 0 Fund of Funds
TTC MULTI-STRATEGY FUND QP, LP United States 805-6944908808 Hedge Fund 436,468,324 0 Master Fund Fund of Funds
HYBRID EQUITY FUND, LP United States 805-4785276306 Hedge Fund 41,974,838 0 Fund of Funds
MUNICIPAL HIGH INCOME FUND QP, LP United States 805-7777639616 Other Private Fund LONG ONLY 50,729,013 0
HEDGE PROGRAM FUND QP, LP United States 805-2990897483 Hedge Fund 2,118,817 0
PRIVATE EQUITY PARTNERS VII, LP United States 805-5984585844 Private Equity Fund 7,252,014 0 Fund of Funds

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