BEVERLY HILLS, CACRD 170429Latest ADV March 30, 2026
Tiller Partners, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Beverly Hills, CA. Its latest Form ADV filing, dated March 30, 2026, reports $261M in regulatory assets under management, 1 employee, and 7 accounts.
Assets Under Management
$261M
Employees
1
Offices
--
Total Clients
7
Primary office
BEVERLY HILLS, CA
9444 SANTA MONICA BLVD, SUITE 301, BEVERLY HILLS, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentCorporations represent 85.7% of total clients.
Top client categories% of clientsClients
1
Corporations
85.7%
6
2
HNWI
14.3%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$261Mas of March 30, 2026
Discretionary100.0%
$261M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$261M
Total Accounts7
10Y AUM Change+$158M (+151.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee7:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.