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 92 clients and discretionary assets under management (AUM) of $250,386,500 (Form ADV from 2019-10-21). Their last reported 13F filing for Q3 2019 included $137,566,000 in managed 13F securities and a top 10 holdings concentration of 27.72%. Tiemann Investment Advisors's largest holding is iShares Core U.S. Aggregate Bond ETF with shares held of 62,234. Tiemann Investment Advisors has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 24 13F filings

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09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $137.566 Million
  • Prior Market Value $137.819 Million
  • New Purchases4 stocks
  • Additional Purchases46 stocks
  • Sold out of9 stocks
  • Reduced holdings in92 stocks
  • Top 10 Holdings % 27.72 %
  • Turnover % [1]:7.22%
  • Turnover Alt % [2]: 4.33 %
  • Time Held Top20:14.65 quarters
  • Time Held Top10:15.40 quarters
  • Time Held All:16.08 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: 7.85%
Performance Last 4 Quarters: 11.21%
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

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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 (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (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 (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)

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: 92
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

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Form 4 - Recent Insider Transactions

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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

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