9AT: TIVERTON ADVISORS, LLC

other names

TIVERTON ADVISORS, LLC

Adviser Profile

As of Date	05/02/2025
ADV Location	RALEIGH, NC, United States
Adviser Type - Large advisory firm
Number of Employees	37 32%
of those in investment advisory functions	34 42%
Registration	SEC, Approved, 03/05/2021
Other registrations (1)	SEC, ERA - Withdrawn, 02/03/2021
Former registrations	TIVERTON ADVISORS, LLC

AUM^*	2,023,071,425 24%
of that, discretionary	2,023,071,425 24%
Private Fund GAV^*	2,023,071,425 0%
Avg Account Size	224,785,714 -17%
SMA’s	No
Private Funds	12 6
Contact Info	919 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Fund Type	Count	GAV
Fund TypePrivate Equity Fund	Count11	GAV$2,023,071,425
Fund TypeOther Private Fund	Count1	GAV$

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser TRIARTISAN CAPITAL ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.2b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.2b	AUM1.3b	#Funds14
Adviser FOLIUM CAPITAL LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund935.8m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV935.8m	AUM935.8m	#Funds8
Adviser HUNTER CAPITAL MANAGEMENT	Hedge Fund-	Liquidity Fund-	Private Equity Fund16.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV16.3m	AUM1.0b	#Funds1
Adviser CROSSPLANE CAPITAL MANAGEMENT, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund806.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV806.6m	AUM806.6m	#Funds5
Adviser AVITAS WEALTH MANAGEMENT, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM996.3m	#Funds-
Adviser 747 CAPITAL, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.6b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.6b	AUM1.1b	#Funds44
Adviser SSW PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund814.3m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV814.3m	AUM814.3m	#Funds2
Adviser ACM MANAGEMENT COMPANY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund666.5m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV666.5m	AUM666.5m	#Funds2
Adviser WM PARTNERS, LP	Hedge Fund-	Liquidity Fund-	Private Equity Fund1.1b	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1b	AUM1.2b	#Funds11
Adviser HUNTER ASSOCIATES LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund10.6m	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund6.0m	Total Private Fund GAV16.6m	AUM1.2b	#Funds2

Brochure Summary

Overview

A. Tiverton, a North Carolina limited liability company formed in 2012, is an investment adviser located in Raleigh, North Carolina. The principal owner of the Firm is David Chattleton. B. The Firm provides investment advisory services to pooled investment vehicles (the “Funds” or “Clients”). The Firm provides discretionary investment management services to the Clients in accordance with the applicable limited partnership agreements, investment management agreements, operating agreements, offering memoranda and other such agreements (the “Governing Documents”). Tiverton seeks to generate short and long-term capital appreciation for its Clients. The Firm’s primary investment objective is to invest in the North America Food Production and Ag Infrastructure (“FP&I”) market (collectively “Target Markets”) via credit, credit-like, and equity investments. Tiverton is affiliated with other entities, including the General Partner to the Funds. The General Partners delegate day-to-day management responsibilities for the Clients to Tiverton. The advisory services of

Tiverton are described in this Brochure and in the related Governing Documents. The General Partner will rely upon the investment adviser registration of Tiverton in accordance with related SEC guidance. The information set forth herein regarding the investment advisory services provided by Tiverton shall also apply in respect of the General Partner unless specifically noted. C. Tiverton does not expect to tailor advisory services to the individual or particular needs of the investors in the Clients. Such investors accept the terms of advisory services as set forth in each Governing Document. The Firm expects to have broad investment authority with respect to the Clients and, as such, investors should consider whether the investment objectives of the Clients are in line with their individual objectives and risk tolerance prior to investment. D. Tiverton does not participate in wrap fee programs. E. As of December 31, 2022, Tiverton manages $845,690,824 in regulatory assets on a discretionary basis. Tiverton does not manage non-discretionary assets.

TIVERTON ADVISORS, LLC

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