Tilden Capital Management, LLC

RIASEC Registered
Total AUM
$16M
Discretionary
$16M
100% of AUM
Avg account
$401K
Accounts
40
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
154988
Custodians
ALTRUIST FINANCIAL LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI80.87%
  • Individuals19.13%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Tilden Capital Management, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm operates under an individual-owner structure and uses a mix of fee arrangements—percentage of assets under management, hourly charges and fixed fees—so it can serve both ongoing wealth management relationships and project-based planning engagements. Investment activity is concentrated in publicly available pooled vehicles rather than direct-stock concentrated bets. The firm does not position itself as an ESG-driven manager, nor does it act as a pension consultant or multi-state adviser. Its advisory footprint is straightforward: customized planning paired with discretionary portfolio management for a limited client base.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 99%, Cash & Cash Equivalents 1%99%
  • Public Funds/Mutual Funds99%
  • Cash & Cash Equivalents1%

Contacts

1 of 1
  • Mason Tilden

    Mason Tilden

    Managing MemberCRD 2974351

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth