The TIEDEMANN WEALTH MANAGEMENT GROUP is a publicly held investment adviser that advises $39.75Bn in regulatory assets under management held in 5 SEC fund types across 2 investment strategies. TIEDEMANN WEALTH MANAGEMENT GROUP is a Retail Wealth A retail wealth manager is a manager whose >=75% of total assets under management are managed for individual investors through retail advisory or brokerage channels. Manager. Assets increased by 29.61% over the last 5-years.
The Group has been registered with the SEC for 20.52 years and is comprised of 4 filing and 0 relying advisers. They operate out of 11 office locations with their Headquarters at 22 VANDERBILT AVENUE 27TH FLOOR, NEW YORK, NEW YORK. The Group has been subject to regulatory enforcement actions. They are regulated by 11 US and Non-US bodies.
They have 221 employees comprised of 86 investment and 135 non-investment staff. The total number of Employees increased by 1.84% over the last 5-years.
Their $39.75Bn in assets advised are owned by 35 private funds, 0 public funds and BDCs and 39 other accounts. Assets of High Net Worth Individuals clients own $25.63Bn or 64.47% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $6.49Bn or 16.33% of Total Assets.
The Group's top investment strategies include Fund of Funds and Multi Strat, representing 82.86% and 17.14% of total assets, respectively.
They advise 3 types of clients, top clients are High Net Worth Individuals and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 2 Fund Administrators, 2 Fund Auditors, 5 Prime Brokers, 8 Custodians and 5 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses fixed fees, management fees and performance-based fees.
TIEDEMANN WEALTH MANAGEMENT GROUP names 5 sub-advisers AMERICAN OPPORTUNITY ZONE ADVISORS LLC, ENERGY INCOME PARTNERS, HAMLIN CAPITAL MANAGEMENT, LLC, PARAMETRIC RISK ADVISORS, WELLINGTON MANAGEMENT COMPANY LLP to 6 different funds advised by the group. The Group has been named as the sub-adviser to 1 fund.