Tiller Partners, LLC (Pacific Palisades)

Name: Tiller Partners, LLC
Address: C/O Csaba Konkoly, Pacific Palisades, CA, 90272
Telephone: (657) 215-1684

Tiller Partners, LLC is a large advisory firm based in Pacific Palisades. It manages $119.19 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2017.

Tiller Partners provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Tiller Partners: assets under management

The assets under management (AUM) of Tiller Partners, LLC is $119.19 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 15% since the beginning of its operation, and $4.86 million of the total AUM is attributable to clients outside of the United States.

The firm manages $119.19 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $11.92 million each.

Investments

The firm invests in cash and cash equivalents the most. They account for 69% of the total AUM. The second-largest asset type is non-exchange traded securities, which make up 31% of the firm’s portfolio.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Tiller Partners, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Tiller Partners, LLC

The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Csaba Konkoly	Managing member, chief compliance officer	1 Oct 2015	75% - 100%	5073185

Based in Pacific Palisades

The principal office where Tiller Partners, LLC performs its advisory services is located at C/O Csaba Konkoly, Pacific Palisades, CA 90272, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (657) 215-1684. The normal business hours are 8:00am - 6:00pm pst on Monday - Friday. You can find more information about the New York firm at tillerpartnersllc.com.