TIEMANN INVESTMENT ADVISORS, LLC

HTTP://WWW.TIEMANNINVESTMENTADVISORS.COM MENLO PARK, CA Investment Advisor How do I update this listing?

Tiemann Investment Advisors is based out of Menlo Park. Tiemann Investment Advisors is a large advisory firm with 95 clients and discretionary assets under management (AUM) of $261,511,800 (Form ADV from 2020-03-30). Their last reported 13F filing for Q1 2020 included $115,149,000 in managed 13F securities and a top 10 holdings concentration of 32.85%. Tiemann Investment Advisors's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 73,986. Tiemann Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 26 13F filings

Subscription Required

Equal-WT
WhaleScore 2.0

?

83

S&P 500
WhaleScore

?

Subscription Required

Original
WhaleScore

?
Download 13F Summary to Excel Create Email Alert

03/31/2020

13F Activity

  • Market Value $115.149 Million
  • Prior Market Value $146.443 Million
  • New Purchases6 stocks
  • Additional Purchases61 stocks
  • Sold out of25 stocks
  • Reduced holdings in75 stocks
  • Top 10 Holdings % 32.85 %
  • Turnover % [1]:19.14%
  • Turnover Alt % [2]: 9.44 %
  • Time Held Top20:15.10 quarters
  • Time Held Top10:16.10 quarters
  • Time Held All:18.35 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.

03/31/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 21.3%
Performance Last 4 Quarters: 2.53%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
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

Refresh Advanced Export Download CSV Download Excel (.xlsx) Download TSV
Filter by:

Security Types:

Refresh
*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TIEMANN INVESTMENT ADVISORS, LLC
750 MENLO AVENUE SUITE 300
MENLO PARK CA    94025
Country: United States

Business Phone: 650-566-0200
Fax: 844-825-8701
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 2
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,FEES ARE SOMETIMES NEGOTIATED
Amount of client funds and securities:
Total Number of Clients: 95
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

Sign in to see

Form 4 - Recent Insider Transactions

Loading...

TIEMANN INVESTMENT ADVISORS, LLC

ownership team - last updated 2020-03-30
Name Title Start Date Direct/Indirect % Ownership

TIEMANN INVESTMENT ADVISORS, LLC

ownership team - last updated 2019-10-21
Name Title Start Date Direct/Indirect % Ownership
TIEMANN, JONATHAN PRESIDENT/CHIEF COMPLIANCE OFFICER 07/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ONE CAPITAL MANAGEMENT, LLC INVESTMENT COMMITTEE CHAIR direct 2001-09-01
TIEMANN INVESTMENT ADVISORS, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-07-01
TIEMANN INVESTMENT ADVISORS, LLC PRESIDENT direct 2002-07-01
GARDNER, VALERIE, ANN MEMBER 06/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TIEMANN INVESTMENT ADVISORS, LLC MEMBER direct 2002-06-01

TIEMANN INVESTMENT ADVISORS, LLC

ownership team - last updated 2019-03-26
Name Title Start Date Direct/Indirect % Ownership
TIEMANN, JONATHAN PRESIDENT/CHIEF COMPLIANCE OFFICER 07/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ONE CAPITAL MANAGEMENT, LLC INVESTMENT COMMITTEE CHAIR direct 2001-09-01
TIEMANN INVESTMENT ADVISORS, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-07-01
TIEMANN INVESTMENT ADVISORS, LLC PRESIDENT direct 2002-07-01
GARDNER, VALERIE, ANN MEMBER 06/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TIEMANN INVESTMENT ADVISORS, LLC MEMBER direct 2002-06-01

TIEMANN INVESTMENT ADVISORS, LLC

ownership team - last updated 2017-03-27
Name Title Start Date Direct/Indirect % Ownership
TIEMANN, JONATHAN PRESIDENT/CHIEF COMPLIANCE OFFICER 07/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
ONE CAPITAL MANAGEMENT, LLC INVESTMENT COMMITTEE CHAIR direct 2001-09-01
TIEMANN INVESTMENT ADVISORS, LLC PRESIDENT/CHIEF COMPLIANCE OFFICER direct 2002-07-01
TIEMANN INVESTMENT ADVISORS, LLC PRESIDENT direct 2002-07-01
GARDNER, VALERIE, ANN MEMBER 06/01/2002 Direct 50 - 75%
Fund Name Position direct/indirect start date end date
TIEMANN INVESTMENT ADVISORS, LLC MEMBER direct 2002-06-01

WhaleScore history for TIEMANN INVESTMENT ADVISORS, LLC

You must have a subscription to view WhaleScore histories

Elevate your investments