TIVERTON ADVISORS, LLC other names

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Adviser Profile

As of Date:

05/23/2024

Adviser Type:

- Large advisory firm

Number of Employees:

28 40.00%

of those in investment advisory functions:

24 50.00%

Registration:

SEC, Approved, 3/5/2021

Other registrations (1)
Former registrations

TIVERTON ADVISORS, LLC

AUM:

1,629,393,167 92.61%

of that, discretionary:

1,629,393,167 92.61%

Private Fund GAV:

1,712,648,220 85.62%

Avg Account Size:

271,565,528 28.41%

SMA’s:

NO

Private Funds:

5 1

Contact Info

919 xxxxxxx

Websites :
Client Types:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

Discretionary
Non-discretionary
846M 725M 604M 483M 363M 242M 121M
2021 2022 2023

Recent News



Private Funds Structure

Fund Type Count GAV
Private Equity Fund 5 $1,712,648,220

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Private Funds



Employees




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.