TIEDEMANN WEALTH Overview

Tiedemann Wealth Management Llc is an investment advisor that manages 5.3 BN dollars in regulatory AUM and has 34 employees, of which 18 perform investment advisory functions.

The manager's has disclosed holdings from 03/31/11 to 09/30/16. The fund's latest filing disclosed 479MM in positions, representing 9% of the manager's regulatory AUM.

TIEDEMANN WEALTH StockAlpha

+1.3%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

TIEDEMANN WEALTH Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
XOM 11.09% Energy 0.61% -0.46% 0 29%
DVP 11.06% ETF 3.85% 0.26% 4458 1%
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FEATURED IN
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TIEDEMANN WEALTH Founders and Key Employees

Name Title In Position Since
Michael G. Tiedemann Chief Investment Officer January-2008
Kevin P. Moran Chief Compliance Officer/General Counsel April-2008
Christopher J. Welch Chief Financial Officer January-2008
Craig L. Smith President January-2008

TIEDEMANN WEALTH Brokers, Custodians, Auditors and Administrators

Type Company
Administrator Pro
Administrator Pro
Auditor Pro
Auditor Pro
Custodian Pro
Custodian Pro

TIEDEMANN WEALTH Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss



The Adviser’s Investment Process
In advising managed account clients, the Adviser utilizes a core exposure of third party managers/investment themes in combination with shorter-term (generally 12-24 months) tactical investments in asset classes and/or geographic regions that the Adviser believes offer an attractive risk- adjusted return.

The Adviser may access third-party managers/investment themes through managed accounts, mutual funds, exchange-traded funds, exchange-traded notes, or private investment funds (e.g., hedge funds and private equity funds). Tactical investments usually consist of mutual funds and/or exchanged traded funds although the Adviser may also allocate to equities, bonds, futures, options and other types of derivatives or to private investment funds.

The Adviser begins its investment process by researching broad, macro-economic trends and valuations utilizing ...
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TIEDEMANN WEALTH Portfolio Concentration

TIEDEMANN WEALTH Location

520 MADISON AVENUE
26TH FLOOR
NEW YORK, New York
UNITED STATES, 10022

TIEDEMANN WEALTH Contact Information

Phone Number: 212-396-5900
Fax Number: 212-396-8772
Website:

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