0001214659-14-003022.txt : 20140425
0001214659-14-003022.hdr.sgml : 20140425
20140425141420
ACCESSION NUMBER: 0001214659-14-003022
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20140331
FILED AS OF DATE: 20140425
DATE AS OF CHANGE: 20140425
EFFECTIVENESS DATE: 20140425
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: 14784913
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
primary_doc.xml
13F-HR
LIVE
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0001483232
XXXXXXXX
03-31-2014
03-31-2014
false
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
04-24-2013
1
29
31422
1
0001432976
028-13689
Tiedemann Wealth Management Holdings, LLC
INFORMATION TABLE
2
infotable.xml
ACCESS MIDSTREAM PARTNERS LP
UNIT
00434L109
1592
27678
SH
DFND
1
27678
0
0
ALLIANCE RESOURCE PARTNERS LP
UT LTD PART
01877R108
1754
20863
SH
DFND
1
20863
0
0
EL PASO PIPELINE PARTNERS LP
COM UNIT LPI
283702108
915
30135
SH
DFND
1
30135
0
0
ENBRIDGE ENERGY PARTNERS LP
COM UNIT LPI
29250R106
1132
41318
SH
DFND
1
41318
0
0
ENBRIDGE ENERGY MGMT LLC SHARES
UNIT
29250X103
486
17539
SH
DFND
1
17539
0
0
ENERGY TRANSFER EQUITY LP
COM UT LTD PTN
29273V100
1369
29314
SH
DFND
1
29314
0
0
ENERGY TRANSFER PARTNERS LP LTD PARTNERSHIP
COM UT LTD PTN
29273R109
1116
20764
SH
DFND
1
20764
0
0
ENTERPRISE PRODUCTS PARTNERS
COM UT LTD PTN
293792107
2993
43171
SH
DFND
1
43171
0
0
CONSUMER STAPLES SPDR
SBI CONS STPLS
81369Y308
3129
72687
SH
DFND
1
72687
0
0
FRONTIER COMMUNICATIONS CORP
UNIT
35906A108
65
11490
SH
DFND
1
11490
0
0
ISHARES S&P 500 GROWTH INDEX
S&P GRW
464287309
2168
21717
SH
DFND
1
21717
0
0
KINDER MORGAN INC COMMON STOCK
COM
49456B101
649
19990
SH
DFND
1
19990
0
0
KINDER MORGAN ENERGY PARTNERS
UT LTD PARTNER
494550106
1333
18042
SH
DFND
1
18042
0
0
KINDER MORGAN MGMT LLC SHARES COMMON STOCK
COM
49455U100
845
11792
SH
DFND
1
11792
0
0
MAGELLAN MIDSTREAM PARTNERS
COM UNIT RP LP
559080106
292
4192
SH
DFND
1
4192
0
0
NGL ENERGY PARTNERS LP
COM UT LTD PTN
62913M107
418
11160
SH
DFND
1
11160
0
0
NUSTAR ENERGY LP
UNIT COM
67058H102
588
10718
SH
DFND
1
10718
0
0
NUSTAR GP HOLDINGS LLC UNIT LTD
UNIT LTD PARTN
67059L102
328
9660
SH
DFND
1
9660
0
0
ONEOK PARTNERS LP
UNIT LTD PARTN
68268N103
1357
25370
SH
DFND
1
25370
0
0
PLAINS ALL AMER PIPELINE LP
UNIT LTD PARTN
726503105
1200
21774
SH
DFND
1
21774
0
0
PLAINS GROUP HOLDINGS LP
UNIT LTD PARTN
72651A108
378
13520
SH
DFND
1
13520
0
0
PIONEER NATURAL RESOURCES
UNIT LTD PARTN
723787107
239
1280
SH
DFND
1
1280
0
0
SPDR GOLD SHARES
COM
78463V107
558
4520
SH
DFND
1
4520
0
0
SPECTRA ENERGY PARTNERS LP
COM
84756N109
1767
36132
SH
DFND
1
36132
0
0
TC PIPELINES LP
UT COM LTD PRT
87233Q108
825
17234
SH
DFND
1
17234
0
0
TEEKAY LNG PARTNERS LP
PRTNRSP UNITS
Y8564M105
868
21025
SH
DFND
1
21025
0
0
WILLIAMS COS INC
COM
969457100
1393
37364
SH
DFND
1
37364
0
0
WILLIAMS PARTNERS LP
COM UNIT LP
96950F104
605
11880
SH
DFND
1
11880
0
0
WISDOMTREE JAPAN HEDGED EQUITY
COM
97717W851
1060
22400
SH
DFND
1
22400
0
0