TILLER PARTNERS, LLC
Adviser information for TILLER PARTNERS, LLC last updated from Form ADV on March 19th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 1 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 8 | $240.7M |
| Non-Discretionary | 0 | $0 |
| Total | 8 | $240.7M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $2.7M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 7 | $238.1M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 88 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businesses |
|---|---|
| Compensation | Fixed feesPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-79243 |
|---|---|
| SEC ERA File Number | 801-79243 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 170429 |
| Legal Entity Identifier | None |
Principal Office
531 RADCLIFFE AVENUEPACIFIC PALISADES
CA
United States
Monday - Friday, 8:00AM - 6:00PM PST
Tel: (657) 215-1684, Fax: None
Websites
Chief Compliance Officer
CSABA KONKOLY
MANAGING MEMBER
531 RADCLIFFE AVENUE
PACIFIC PALISADES
CA
United States
Tel:
(657) 215-1684
C*********@********************M
(Full email address available in API data)
Regulatory Contact
ANDREW KLICK
COMPLIANCE CONSULTANT
1 BLUE HILL PLAZA
SUITE 1509
PEARL RIVER
NY
United States
Tel:
551-200-3325
A*****@******************M
(Full email address available in API data)
Industry Affiliates
| ICM CAPITAL MARKETS, LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| KONKOLY, CSABA | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER | 10/2015 | < 5% |
| CSABA AND JUDY KONKOLY FAMILY TRUST | Domestic Entity | – | MANAGING MEMBER | 10/2015 | > 75% |
| KONKOLY, CSABA | Individual | CSABA AND JUDY KONKOLY FAMILY TRUST | TRUSTEE | 10/2015 | 50-75% |
| Konkoly, Judy | Individual | CSABA AND JUDY KONKOLY FAMILY TRUST | TRUSTEE | 10/2015 | 50-75% |