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TILLER PARTNERS, LLC

BEVERLY HILLS, CA · CRD 170429 · IAPD ↗ · tillerpartnersllc.com · (657) 215-1684

$261.5MRegulatory AUM
1Advisory reps
1Employees
0Clients
0Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2024 — TILLER PARTNERS, LLC shrank from 4 to 1 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
65
April 2024 — TILLER PARTNERS, LLC reported RAUM up 50% ($160.0M -> $240.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.