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- Custodian
- BNY Mellon · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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