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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-10-2009
- Office Locations
- 2
Office Locations
About Tiedemann Advisors, LLC
AlTi Tiedemann Global is a multi-family office and outsourced CIO serving retail and institutional clients through subsidiaries worldwide. The firm builds globally oriented, multi-asset portfolios—public markets and alternatives—aligned to client goals and values, with family-office personalization and long-term planning across borders and generations. Its scale and connectivity are positioned to unlock exclusive access and terms.
Reported data analysis
What the numbers show
Between July 22, 2025 and April 28, 2026, reported AUM increased 6.8%, from $29.0B to $31.0B.
Across 5 reported observations, AUM increased 16.7% between March 30, 2022 and April 28, 2026, from $26.6B to $31.0B.
Of the latest reported AUM, 85.3% is discretionary and 14.7% is non-discretionary.
The firm reports 64 advisory representatives and 465 clients, or 7.3 clients per representative. That equates to $66.7M in reported AUM per client.
The profile lists 2 reported office locations and 17 years in operation. The source data was last updated on July 10, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Tiedemann Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BROOKE BAYARD CONNELL
President
- CRD
- --
- Ownership
- Less than 5%
WHITNEY FOGLE LEWIS
Chief Compliance Officer, Chief Legal Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ERICH HARTWIG
Director
- CRD
- #5895782
Jordan Thomas Paine
Associate
- CRD
- #7508195
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,453,887,390 | $60,122,471 |
| Non-Discretionary | $4,559,040,007 | $26,201,379 |
| Total | $31,012,927,397 | $50,509,654 |
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Separately Managed Accounts
SMA allocation detail is available
Tiedemann Advisors, LLC has reported separately managed account data across 9 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Tiedemann Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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