# TIEDEMANN ADVISORS, LLC

TIEDEMANN ADVISORS, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 147189
- Type: SEC-registered investment adviser
- SEC file number: 801-69865
- Location: 22 VANDERBILT AVENUE, 27TH FLOOR, NEW YORK, NY, 10017
- Phone: 212-396-5900
- Latest filing: 2026-07-10
- Regulatory AUM: $31.0B
- Discretionary AUM: $26.5B
- Non-discretionary AUM: $4.6B
- Clients: 182
- Accounts: 614

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Investment cos

## Officers, owners & control persons (27)

_Showing 25 of 27 people._

| Name | Role | Location |
| --- | --- | --- |
| Whitney Fogle Lewis | CHIEF LEGAL OFFICER, US AND CHIEF COMPLIANCE OFFICER; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | Dallas, TX |
| KEVIN PATRICK MORAN | CHIEF OPERATING OFFICER | NEW YORK, NY |
| Brooke Bayard Connell | PRESIDENT | — |
| Maria Louise Beaudette | HEAD OF FINANCE; LEAD FINANCIAL OFFICER | — |
| NYE RICHARD BARRY | MANAGER | — |
| RUSSELL ERIC ARTHUR | MANAGER | — |
| TIEDEMANN CARL HANS | MANAGER | — |
| COBB BRODIE LYLE | MANAGER | — |
| WELCH CHRISTOPHER JOHN | CHIEF FINANCIAL OFFICER | — |
| MORAN KEVEN PATRICK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL; CHIEF COMPLIANCE OFFICER/GENERAL COUNSEL/CHIEF OPERATING OFFICER (+2 more) | — |
| TIEDEMANN MICHAEL GLENN | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER & CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER (+2 more) | — |
| WARGA NARATIL BARBARA | MANAGER | — |
| SMITH CRAIG LINDSAY | MANAGER; PRESIDENT | — |
| THORNE FREDERICK GORDON | MANAGER | — |
| ISTEL YVESANDRE | MANAGER | — |
| SMITH L CRAIG | PRESIDENT | — |
| PROLOW BRUCE THOMAS | MANAGER | — |
| PROLOW BRUCE T | MANAGER | — |
| DANIEL STERNBERG S | MANAGER | — |
| MERRICK NICHOLAS ANDREW | MANAGER | — |
| DUNNINGTON JULIE ANN | CHIEF MARKETING OFFICER | — |
| MCKINNON GEORGE NEIL | CHIEF TECHNOLOGY OFFICER | — |
| Insley Richard Kent | CHIEF INVESTMENT OFFICER | — |
| SYDNEY ROBERTA GAIL | MANAGER | — |
| LEWIS WHITNEY FOGLE | CHIEF COMPLIANCE OFFICER AND DEPUTY GENERAL COUNSEL; GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147189/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147189/similar
- Related entities: https://search.stillhousedata.com/firm/147189/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147189

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.