Tilden Capital Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$16,034,200
Clients
10
40% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,603,420
About
Tilden Capital Management is an independent, single-advisor registered investment adviser that provides discretionary portfolio management and financial planning to individuals, trusts, estates, charitable organizations and business entities. The firm manages about $16 million across a very small client base and maintains a relatively high minimum asset requirement per client, so relationships are handled on an individualized basis.
Investment decisions are driven by a proprietary asset-allocation model grounded in Post‑Modern Portfolio Theory; the firm uses quantitative and comparative analysis to seek target rates of return while attempting to limit annual losses to a multiple of the client’s stated target. Portfolios are built across a 14‑sector framework with a preference for index- and value-oriented securities and ETFs, and the model is adjusted when client accounts (such as 401(k)s or 529 plans) restrict available investment choices.
Distinctive features include the principal’s CFA credential and decades of asset-management and structured‑finance experience at a major manager, the firm’s willingness in select cases to replace fixed‑income ETFs with individual bonds, and delivery of detailed quarterly analytical reports (performance, risk metrics and allocation analytics) in addition to custodian statements. The adviser also offers both bundled and unbundled financial planning engagements, with planning billed separately and an annual platform option available for non‑investment supervisory clients.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
$500 per year fixed rate for ongoing Financial Planning platform use (non-investment supervisory clients), $500 deposit for financial planning service (credited toward invoice)
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
$250.00 per hour for financial planning services with a 2-hour minimum for unbundled and 10-hour minimum for bundled services
Account minimum: $1,000,000
Main office location
Tilden Capital Management, LLC
Valhalla NY, United States
Number of offices
1
Most active in
Tilden Capital Management, LLC has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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