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 09/30/18. The fund's latest filing disclosed 2BN in positions, representing 32% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/11 to 09/30/18. The fund's latest filing disclosed 2BN in positions, representing 32% of the manager's regulatory AUM.
TIEDEMANN WEALTH StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
TIEDEMANN WEALTH Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| DVP | 7.05% | ETF | -7.06% | 0.16% | 59 | 0% | ||
| ORCL | 6.68% | Tech | -6.32% | 0.4% | 0 | 18% | ||
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FEATURED IN
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 ...
Unlock Full Investment Process Description
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 ...
Unlock Full Investment Process Description
TIEDEMANN WEALTH Portfolio Concentration
TIEDEMANN WEALTH Location
520 MADISON AVENUE
26TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
26TH FLOOR
NEW YORK, New York
UNITED STATES, 10022
TIEDEMANN WEALTH Contact Information
Phone Number: 212-396-5900
Fax Number: 212-396-8772
Website: https://www.tiedemannwealth.com
Fax Number: 212-396-8772
Website: https://www.tiedemannwealth.com
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