Asset manager · Beverly Hills, CA
Tiller Partners, LLC
SEC-registered investment adviser · CRD 170429 · SEC 801-79243
At a glance
Tiller Partners, LLC is an SEC-registered investment adviser based in Beverly Hills, California, with $261 million in regulatory assets under management as of its Form ADV filed March 30, 2026. Its largest client group by assets is corporations or other businesses, and it reports 1 individual clients. By Form ADV it is a asset manager, ranked 2,003rd of 3,218 asset managers and 10,845th of 17,210 SEC-registered advisers by assets.
Main office 657-215-1684tillerpartnersllc.comAs filed on Form ADV
- Regulatory AUM
- $261M
- Rank among asset managers
- #2,003 of 3,218
- Rank among all SEC RIAs
- #10,845 of 17,210
- Rank in California
- #1,245 of 1,873
- Individual clients
- 1
- High-net-worth clients
- 1
- Accounts
- 7
- Discretionary
- 100% of AUM
- Employees
- 1
- Advisory staff
- 1
- Offices
- 1
Owners and executives on its Form ADV
- Csaba KonkolyManaging Member, Chief Compliance Officer
Custody and brokerage
Custodian
Tiller Partners, LLC’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Broker-dealer
Affiliated broker-dealer
It names an affiliated broker-dealer: ICM Capital Markets, LLC.
- ICM Capital Markets, LLC ↗CRD 312157
It doesn’t hold client accounts or customer funds itself. Its annual audited report filed with the SEC, June 2026
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 6 | $259M | 99% |
| High-net-worth individuals | 1 | $3M | 1% |
Disciplinary disclosures
Tiller Partners, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
How it’s paid
- Fixed fees
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗tillerpartnersllc.com ↗
AtlasMembers
The full record on Tiller Partners, LLC
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 888 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Tiller Partners, LLC manage?
Tiller Partners, LLC reports $261 million in regulatory assets under management across 7 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 30, 2026.
What kind of firm is Tiller Partners, LLC?
Tiller Partners, LLC is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Tiller Partners, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($259 million, 6 clients); high-net-worth individuals ($3 million, 1 clients).
Does Tiller Partners, LLC have any disciplinary history?
Tiller Partners, LLC reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Tiller Partners, LLC’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-30), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →