Data / Investment advisers / California / Tiller Partners, LLC
Tiller Partners, LLC, Beverly Hills, CA: $261 million AUM, SEC registered investment adviser
Tiller Partners, LLC is an SEC registered investment adviser with its main office in Beverly Hills, California and reports $261 million in regulatory assets under management in its Form ADV filed March 30, 2026. Its clients include corporations and other businesses and high net worth individuals. It is paid through fixed fees and performance based fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 170429
- SEC file number
- 801-79243
- SEC status
- Approved, effective March 20, 2014
- Main office
- 9444 Santa Monica Blvd Suite 301, Beverly Hills, CA 90210
- Phone
- (657) 215-1684
- Website
- tillerpartnersllc.com
- Regulatory AUM
- $261,477,780 in the Form ADV filed March 30, 2026
- Discretionary AUM
- $261,477,780
- Accounts
- 7
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 30, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Corporations or other businesses | 6 | $258.8 million |
| High net worth individuals | 1 | $2.6 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $261.5 million | March 30, 2026 |
| December 1, 2025 | $261.3 million | March 30, 2025 |
Other advisers in Beverly Hills
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| O'Boyle Wealth Management, Inc. | Beverly Hills | $443.9 million | Not listed | adviserinfo.sec.gov |
| Center Capital Partners LLC | Beverly Hills | $415 million | 7 | adviserinfo.sec.gov |
| Marathon Management Partners LLC | Beverly Hills | $340 million | 4 | adviserinfo.sec.gov |
| Gordonmd Global Investments LP | Beverly Hills | $322.3 million | 4 | adviserinfo.sec.gov |
| The Gores Group, LLC | Beverly Hills | $287.2 million | 2 | adviserinfo.sec.gov |
| Galliott Capital Advisors, LLC | Beverly Hills | $249 million | 5 | adviserinfo.sec.gov |
| Great Gable Wealth Management, LLC | Beverly Hills | $220.5 million | Not listed | adviserinfo.sec.gov |
| Eliot Finkel Investment Counsel, LLC | Beverly Hills | $187 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Beverly Hills, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Tiller Partners, LLC on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.