A complete list of active advisors currently associated with Tilden Path Capital LLC

Warmer can help you find a great advisor at Tilden Path Capital LLC or one who fits your needs even better.

Tilden Path Capital LLC provides discretionary asset management and ongoing portfolio management to individual and high‑net‑worth clients, tailoring investment programs to clients’ stated goals, time horizons, and risk tolerances. The firm recommends publicly traded securities and offers both diversified allocations and a focused small‑ and mid‑cap technology strategy that targets areas such as cybersecurity, industrial automation, bioinformatics, and artificial intelligence, with the ability to implement limited options strategies. Investment decisions are guided by fundamental analysis and documented client profiles, with periodic account reviews, rebalancing, and monitoring for tax‑loss harvesting opportunities when appropriate. For qualified clients the firm also offers an alternative compensation option that ties adviser pay to portfolio performance and uses a high‑water mark and annual assessment process to determine any performance fee. What is uncommon for a firm of this type is its explicit use of derivatives in separately managed accounts—limited to cash‑secured puts and covered calls—and its offering of performance‑based fees for eligible clients, both of which are less frequent among independent advisers. The firm requires clients to use a designated qualified custodian for execution and does not generally vote proxies on client securities, leaving proxy decisions to clients unless assistance is requested.

To learn more about the advisors currently working at Tilden Path Capital LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.