Tiedemann Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$24,103,414,570
Clients
407
Advisors
4
across 2 offices
About
Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high‑net‑worth families and individuals, as well as to trusts, foundations, endowments and charitable organizations. The firm describes a manager‑of‑managers model that sources and monitors third‑party managers, integrates existing and illiquid holdings into client plans, and offers limited family office and trustee services through affiliated entities.
The firm’s investment process combines a core exposure to third‑party managers and investment themes with shorter‑term (generally 12–24 month) tactical positions driven by macroeconomic research, fundamental/technical/cyclical analysis and a proprietary risk‑optimization tool. Portfolios may include alternative and private investment funds and the Brochure explicitly discusses use of options, futures and other derivatives and the material risks associated with those instruments.
Distinctive elements called out in the Brochure include the Adviser’s role in managing and advising multiple private Funds (with the ability to grant investor‑specific concessions such as fee waivers or modified redemption terms) and the firm’s disclosure of regulatory AUM and parent‑company business combination with AlTi Global. The Brochure emphasizes accredited/qualified investor eligibility for fund investments, does not describe services for non‑high‑net‑worth retail individuals or corporate/business clients, and discusses commodity/futures exposures in a way that is consistent with commodity‑pool or trading‑advisor style strategies.
Client services
Expertise
Fee options
Flat or minimum management fees on a quarterly basis that may exceed 0.85% per annum
Up to 0.85% per annum, generally payable quarterly in arrears or in advance, but may vary
Minimum fee: Adviser may charge a flat or minimum management fee on a quarterly basis that may exceed 0.85% per annum
Main office
22 Vanderbilt Avenue, 27th Floor
New York NY 10017, United States
Offices (2)
Most active in
Alaska · California · Colorado · Connecticut · Delaware · District of Columbia · Florida · Illinois · Louisiana · Maryland · Massachusetts · Minnesota · Nevada · New Hampshire · New Jersey · New York · Oregon · Pennsylvania · Tennessee · Texas · Utah · Virginia · Washington
Also doing business as
Tiedemann Advisors, LLC · Tiedemann Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Cesar P
Series 65, Series 66
Coral Gables, FL
Tiedemann Advisors, LLC
Cesar Pachon is a financial advisor with Tiedemann Advisors, LLC, holding Series 65 and Series 66 licenses and bringing 23 years of industry experience. He previously worked at GenSpring Family Offices, LLC, Genspring Family Offices International, LLC, and We Family Offices over spans ranging from 18 to 23 years. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, trusts, foundations, endowments, and charitable organizations. The firm employs a manager-of-managers approach combined with macroeconomic research and proprietary risk-optimization tools, offering exposure to third-party managers, alternatives, and private investment funds.
Erich H
CFA®
Minneapolis, MN
Tiedemann Advisors, LLC
Erich Hartwig is a CFA® charterholder with one year of experience in the financial industry. He has worked at Tiedemann Advisors, LLC since 2024 and previously spent 13 years at Envoi, LLC. Tiedemann Advisors, LLC provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families and individuals, as well as to trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach and uses a proprietary risk-optimization tool to guide asset allocation across various asset classes.
James S
Series 63, Series 65
Minneapolis, MN
Tiedemann Advisors, LLC
James Sand is a financial advisor at Tiedemann Advisors, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, endowments, charitable organizations, and other pooled or institutional investment vehicles. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool and a range of investment strategies including equities, fixed income, private investments, and derivatives.
Ryan S
Series 63, Series 65
Minneapolis, MN
Tiedemann Advisors, LLC
Ryan Steensland is a financial advisor at Tiedemann Advisors, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Envoi LLC for 16 years before joining Tiedemann Advisors in 2024. Tiedemann Advisors provides discretionary and non-discretionary investment advisory and consulting services primarily to high-net-worth families, individuals, trusts, foundations, and other institutional investors. The firm employs a manager-of-managers approach, utilizing a proprietary risk-optimization tool to guide asset allocation across a range of investment types including equities, fixed income, private investments, and derivatives.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)