0001214659-13-006329.txt : 20131112
0001214659-13-006329.hdr.sgml : 20131111
20131112162633
ACCESSION NUMBER: 0001214659-13-006329
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20130930
FILED AS OF DATE: 20131112
DATE AS OF CHANGE: 20131112
EFFECTIVENESS DATE: 20131112
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: TIEDEMANN WEALTH MANAGEMENT, LLC
CENTRAL INDEX KEY: 0001483232
IRS NUMBER: 261518088
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-13688
FILM NUMBER: 131210493
BUSINESS ADDRESS:
STREET 1: 520 MADISON AVENUE
STREET 2: 26TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 212-396-5900
MAIL ADDRESS:
STREET 1: 520 MADISON AVENUE
STREET 2: 26TH FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
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13F-HR
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0001483232
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09-30-2013
09-30-2013
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TIEDEMANN WEALTH MANAGEMENT, LLC
520 Madison Avenue
26th Floor
New York
NY
10022
13F COMBINATION REPORT
028-13688
0001313345
028-12765
TIEDEMANN TRUST CO
N
Kevin Moran
General Counsel
212-396-5910
/s/ Kevin Moran
New York
NY
11-08-2013
1
26
49859
1
0001432976
028-13689
Tiedemann Wealth Management Holdings, LLC
INFORMATION TABLE
2
infotable.xml
ACCESS MIDSTREAM PARTNERS LP
UNIT
00434L109
2184
45229
SH
DFND
1
45229
0
0
ALLIANCE RESOURCE PARTNERS LP
UT LTD PART
01877R108
2383
32160
SH
DFND
1
32160
0
0
EL PASO PIPELINE PARTNERS LP
COM UNIT LPI
283702108
2458
58225
SH
DFND
1
58225
0
0
ENBRIDGE ENERGY PARTNERS LP
COM UNIT LPI
29250R106
1073
6073
SH
DFND
1
6073
0
0
ENBRIDGE ENERGY MGMT LLC SHARES
UNIT
29250X103
996
34621
SH
DFND
1
34621
0
0
ENERGY TRANSFER EQUITY LP
COM UT LTD PTN
29273V100
1807
27483
SH
DFND
1
27483
0
0
ENERGY TRANSFER PARTNERS LP LTD PARTNERSHIP
COM UT LTD PTN
29273R109
1555
29874
SH
DFND
1
29874
0
0
ENTERPRISE PRODUCTS PARTNERS
COM UT LTD PTN
293792107
4232
69340
SH
DFND
1
69340
0
0
CONSUMER STAPLES SPDR
SBI CONS STPLS
81369Y308
3473
87262
SH
DFND
1
87262
0
0
ISHARES S&P 500 GROWTH INDEX
S&P GRW
464287309
1940
21717
SH
DFND
1
21717
0
0
KINDER MORGAN INC COMMON STOCK
COM
49456B101
1807
43708
SH
DFND
1
43708
0
0
KINDER MORGAN ENERGY PARTNERS
UT LTD PARTNER
494550106
1616
20250
SH
DFND
1
20250
0
0
KINDER MORGAN MGMT LLC SHARES COMMON STOCK
COM
49455U100
1691
22569
SH
DFND
1
22569
0
0
MAGELLAN MIDSTREAM PARTNERS
COM UNIT RP LP
559080106
2526
44765
SH
DFND
1
44765
0
0
NUSTAR ENERGY LP
UNIT COM
67058H102
1177
29378
SH
DFND
1
29378
0
0
NUSTAR GP HOLDINGS LLC UNIT LTD
UNIT LTD PARTN
67059L102
1018
45400
SH
DFND
1
45400
0
0
ONEOK PARTNERS LP
UNIT LTD PARTN
68268N103
2644
49900
SH
DFND
1
49900
0
0
PIONEER SOUTHWEST ENERGY PARTNERS LP
UNIT LP INT
72388B106
203
4600
SH
DFND
1
4600
0
0
PLAINS ALL AMER PIPELINE LP
UNIT LTD PARTN
726503105
2194
41684
SH
DFND
1
41684
0
0
SPDR GOLD TRUST - ETF
GOLD SHS
78463V107
1922
15000
SH
DFND
1
15000
0
0
SPECTRA ENERGY PARTNERS LP
COM
84756N109
2583
58863
SH
DFND
1
58863
0
0
TC PIPELINES LP
UT COM LTD PRT
87233Q108
1680
34530
SH
DFND
1
34530
0
0
TEEKAY LNG PARTNERS LP
PRTNRSP UNITS
Y8564M105
1679
38095
SH
DFND
1
38095
0
0
WILLIAMS COS INC
COM
969457100
1986
54640
SH
DFND
1
54640
0
0
WILLIAMS PARTNERS LP
COM UNIT LP
96950F104
1959
52890
SH
DFND
1
52890
0
0
WISDOMTREE JAPAN HEDGED EQUITY
COM
97717w851
1073
22400
SH
DFND
1
22400
0
0