Tilden Path Capital LLC

RIASEC Registered
Total AUM
$7.6M
Discretionary
$7.6M
100% of AUM
Avg account
$283K
Accounts
27
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
321783
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Individuals96.98%
  • HNWI3.02%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tilden Path Capital LLC is a small, client-focused investment advisory that concentrates on equity-oriented portfolio management for individuals and small businesses. The firm runs a discretionary model, weighting its strategies toward exchange-traded equities and using active portfolio management rather than passive advisory-only relationships. Its fee model combines a percentage-of-AUM charge with potential performance-based fees, which suggests a willingness to align compensation with outcomes on certain client mandates. With a client base made up of individuals and families, Tilden Path structures portfolios to deliver market exposure through liquid equity instruments while supplementing holdings with pooled vehicles where appropriate. The firm is not positioned as an ESG-specialist or pension consultant; its activity is concentrated on privately managed accounts and tailored equity allocations.

Assets & Accounts

Public Holdings

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

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 91%, Public Funds/Mutual Funds 9%91%
  • Exchange Traded Equities91%
  • Public Funds/Mutual Funds9%

Contacts

1 of 1
  • Gaurav Kumar

    Gaurav Kumar

    Managing MemberCRD 7551099

Wealth teams

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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