Investment adviser · CRD 305331

TIVERTON ADVISORS, LLC

Investment adviser filing (IA)

RALEIGH, NC, United States · Form ADV filed Mar 31, 2026

Regulatory AUM
$2.14B
Form ADV · Item 5.F
Client accounts
9
Accounts, not individual clients
Employees
41
Reported in this filing
Advisory professionals
34
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Pooled investment vehicles9$2,143,537,247100.0%
Filing source

Form ADV 2075362 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

8 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

TIVERTON AGRIFINANCE III, LPPrivate Equity Fund · Last reported Mar 31, 2026$954MGross asset value

Form D fundraising filings

Tiverton AgriFinance III, LP

Feeder funds

Fund administrator ALTER DOMUS (US) LLC CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Marketer FIRSTPOINT EQUITY CAPITAL LTD LONDON, United Kingdom Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
Yes

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-3304119147
Reported beneficial owners
77
Minimum commitment
$0
Form D file number
021-484526
Form D file number
021-484529

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TIVERTON AGRIFINANCE II, LPPrivate Equity Fund · Last reported Mar 31, 2026$317MGross asset value

Form D fundraising filings

Tiverton AgriFinance II, LP

Fund administrator TMF FUND SERVICES NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-6264432519
Reported beneficial owners
80
Minimum commitment
$50K
Form D file number
021-349986

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TA MF LLCPrivate Equity Fund · Last reported Mar 31, 2026$290MGross asset value

Form D fundraising filings

TA MF LLC

Fund administrator TMF FUND SERVICES NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-7910616285
Reported beneficial owners
20
Minimum commitment
$200K
Form D file number
021-442715

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TIVERTON AG LEGACY HOLDINGS II, LPPrivate Equity Fund · Last reported Mar 31, 2026$241MGross asset value

Form D fundraising filings

TIVERTON AG LEGACY HOLDINGS II, LP

Fund administrator TMF FUND SERVICS NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-7974513052
Reported beneficial owners
12
Minimum commitment
$100K
Form D file number
021-504777

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TIVERTON AG LEGACY HOLDINGS, LLCPrivate Equity Fund · Last reported Mar 31, 2026$129MGross asset value

Form D fundraising filings

Tiverton Ag Legacy Holdings, LLC

Fund administrator TMF FUND SERVICES NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-3241854302
Reported beneficial owners
15
Minimum commitment
$20K
Form D file number
021-349987

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TIVERTON AG LEGACY HOLDINGS II (PARALLEL A), LPPrivate Equity Fund · Last reported Mar 31, 2026$94.1MGross asset value

Form D fundraising filings

TIVERTON AG LEGACY HOLDINGS II (PARALLEL A), LP

Fund administrator TMF FUND SERVICS NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian DOGWOOD STATE BANK RALEIGH, North Carolina, United States Related to adviser: No
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

DOGWOOD STATE BANK
LEI 549300D3SGJ9UCUF2779

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

Fund details & source
Fund ID
805-3524061452
Reported beneficial owners
4
Minimum commitment
$100K
Form D file number
021-504695

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

TA KC, LLCPrivate Equity Fund · Last reported Mar 31, 2026$86.2MGross asset value

Form D fundraising filings

TA KC, LLC

Fund administrator TMF FUND SERVICS NORTH AMERICA LLC CARY, North Carolina, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor BDO USA, LLP RALEIGH, North Carolina, United States
Custodian SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK SANTA CLARA, California, United States Related to adviser: No
Custodian US BANK MINNEAPOLIS, Minnesota, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
Yes
External marketing
No

BDO USA, LLP
PCAOB 243

SILICON VALLEY BANK, A DIVISION OF FIRST CITIZENS BANK
LEI L9VVX1KT5TFTKS0MLF66

US BANK
LEI N1GZ7BBF3NP8GI976H15

Fund details & source
Fund ID
805-9921343571
Reported beneficial owners
12
Minimum commitment
$100K
Form D file number
021-500653

Form ADV 2075362 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Pooled investment vehicle management

Compensation

Percentage of assets · Performance-based

Principal office

301 HILLSBOROUGH STREET, STE 1020
RALEIGH, NC, 27603, United States

CRD 305331

Filing source

Form ADV 2075362 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.