Private fund adviser · Raleigh, NC
Tiverton Advisors, LLC
SEC-registered investment adviser · CRD 305331 · SEC 801-120440
At a glance
Tiverton Advisors, LLC is an SEC-registered investment adviser based in Raleigh, North Carolina, with $2.1 billion in regulatory assets under management as of its Form ADV filed March 31, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 1,603rd of 4,686 private fund advisers and 3,487th of 17,210 SEC-registered advisers by assets.
Main office 919-307-4527tiverton.agLinkedInAs filed on Form ADV
- Regulatory AUM
- $2.1B
- Rank among private fund advisers
- #1,603 of 4,686
- Rank among all SEC RIAs
- #3,487 of 17,210
- Rank in North Carolina
- #40 of 288
- Clients
- 9
- Accounts
- 9
- Discretionary
- 100% of AUM
- Employees
- 41
- Advisory staff
- 34
- Offices
- 2
Owners and executives on its Form ADV
- David C. ChattletonManaging Partner
- Daniel R. SchillaciChief Compliance Officer
- Bradley W. TubbsGeneral Counsel
- Edbert R. SchultzChief Operating Officer
Custody and brokerage
Custodian
Tiverton Advisors, 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.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 9 | $2.1B | 100% |
Private funds
Tiverton Advisors, LLC reports 8 private funds with $2.1B in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Tiverton Advisors, LLC reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
How it’s paid
- A percentage of assets under management
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗tiverton.ag ↗
AtlasMembers
The full record on Tiverton Advisors, 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, 4 years of filings
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- Growth over one, three and five years
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- Rank against 1,834 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
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Background
Questions
How much does Tiverton Advisors, LLC manage?
Tiverton Advisors, LLC reports $2.1 billion in regulatory assets under management across 9 accounts, 100% of it on a discretionary basis, on its Form ADV filed March 31, 2026.
What kind of firm is Tiverton Advisors, LLC?
Tiverton Advisors, LLC is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are Tiverton Advisors, LLC’s clients?
By assets, its largest client types are pooled investment vehicles ($2.1 billion, 9 clients).
Does Tiverton Advisors, LLC manage private funds?
Yes. It reports 8 private funds with $2.1 billion in gross assets, including private equity funds.
Does Tiverton Advisors, LLC have any disciplinary history?
Tiverton Advisors, 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 Tiverton Advisors, 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 (2026-03-31), 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 →