Tilden Path Capital LLC
Firm details
- Headquarters
- ,
- CRD number
- 321783
- Website
- www.tildenpathcapital.com
- 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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities91%
- Public Funds/Mutual Funds9%
Contacts
1 of 1
Gaurav Kumar
Managing MemberCRD 7551099
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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