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Tiverton Advisors, LLC

Private Equity

Raleigh, NC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:a5f5348a-7d3d-4eab-82d2-75832ac3527c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 48
Dated events: 10
On other graphs: 2
Observed: Sep 13, 2026 to Sep 15, 2026
28 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Independent Sponsorsidentity

Tiverton Advisors, LLC

Capital provider to sponsors · shared crd

RIA / Wealth Managementidentity

TIVERTON ADVISORS, LLC

Registered adviser · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Funds: 6
PE funds: 6
Vintages: 2021 to 2024
PE GAV, 2024 filing: $2.0Bgross asset value on Form ADV; never dry powder
Regulatory AUM: $1.6B
Investments: 0
Active investments: 0
Size band: MIDDLE MARKETderivedproxy: $1.71bn Private Equity Fund GAV on the Form ADV filed 2024-05-23
Latest ADV filing: May 23, 2024
Employees (ADV): 28
Website: tiverton.ag

Funds

Fund	Vintage	Lifecycle	ADV type	Form D sold	GAV
Tiverton Agrifinance III (offshore), LP	2024	Unknown	Private Equity Fund	n/a	$280M
Tiverton Agrifinance III, LP	2024	Unknown	Private Equity Fund	n/a	$796M
TA Mf LLC	2023	Early deployment	Private Equity Fund	n/a	$382M
Tiverton II Cip, LP	2021	Unknown	Private Equity Fund	n/a	$36.5M
Tiverton Agrifinance II, LP	n/a	Successor fundraising	Private Equity Fund	n/a	$364M
Tiverton Ag Legacy Holdings, LLC	n/a	Active deployment	Private Equity Fund	n/a	$134M

Relationships

Employs (41)

→ Tyler SmithPersonAssociate, Portfolio Operations
factThe subject's own site
→ Jimmy GaffneyPersonAssociate, Portfolio Operations
factThe subject's own site
→ Jackson CookseyPersonAssociate, Portfolio Operations
factThe subject's own site
→ Michael Shepard-MoorePersonAssociate, Portfolio Operations
factThe subject's own site
→ Claire AbdallaPersonAssociate, Investor Relations
factThe subject's own site
→ Sharon SeymourPersonAssociate, Accounting
factThe subject's own site
→ Daniel Van RooyenPersonAnalyst
factThe subject's own site
→ Daniel LeePersonAnalyst
factThe subject's own site
→ Kyra DalboPersonData Engineering Analyst
factThe subject's own site
→ Lindsey SmithPersonAdmin Associate
factThe subject's own site
→ David Christopher ChattletonPersonManaging Partner
Oct 1, 2012 to presentfactForm ADV, The subject's own site
→ Brek BurgwegerPersonCo-Founder & Head of Ag Operations
factThe subject's own site
→ Monte NevittPersonCo-Founder & Ag Partner
factThe subject's own site
→ Christian RamirezPersonCo-Founder & Ag Partner
factThe subject's own site
→ Bradley TubbsPersonGeneral Counsel
factThe subject's own site
→ Dan SchillaciPersonChief Compliance Officer
factThe subject's own site
→ Eddie SchultzPersonChief Operating Officer
factThe subject's own site
→ Carrie PurnellPersonChief of Staff
factThe subject's own site
→ Andrew ScontsasPersonManaging Director
factThe subject's own site
→ Griff JenkinsPersonManaging Director
factThe subject's own site
→ Jonathan WardPersonManaging Director
factThe subject's own site
→ Ryan GibbsPersonDirector, Data & Analytics
factThe subject's own site
→ Eric HennyPersonDirector, Head of West Coast Ag.
factThe subject's own site
→ Morgan RobertsPersonDirector
factThe subject's own site
→ Trey WerleyPersonDirector
factThe subject's own site
→ Ignacio SepulvedaPersonVice President
factThe subject's own site
→ Ben GutekunstPersonVice President
factThe subject's own site
→ Rebecca MeekerPersonVice President
factThe subject's own site
→ TJ AnPersonVice President
factThe subject's own site
→ Dana GoodmanPersonVice President, Portfolio Operations
factThe subject's own site
and 11 more

Manages (6)

→ Tiverton Agrifinance III, LPFundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
→ Tiverton Agrifinance III (offshore), LPFundPrivate Equity Fund
Mar 29, 2024 to presentfactForm ADV
→ Tiverton Ag Legacy Holdings, LLCFundOther Private Fund
Oct 2, 2019 to presentfactForm ADV
→ Tiverton Agrifinance II, LPFundOther Private Fund
Oct 2, 2019 to presentfactForm ADV
→ Tiverton II Cip, LPFundOther Private Fund
Feb 3, 2021 to presentfactForm ADV
→ TA Mf LLCFundPrivate Equity Fund
Mar 31, 2023 to presentfactForm ADV

Dated events

7 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 1, 2023
Person joined
Daniel Robert Schillaci joined Schedule A of Tiverton Advisors, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Jan 1, 2021
Person joined
Sarah Brady Holton joined Schedule A of Tiverton Advisors, LLC as Chief Compliance Officer
Form ADVobserved 5 days ago
Occurred
Oct 2, 2019
Adviser first adv filing
Tiverton Advisors, LLC first filed Form ADV in the extract (ERA)
Form ADVobserved 5 days ago

Show 7 bookkeeping events

Occurred
Mar 31, 2026
Tiverton Advisors, LLC: Private Equity Funds on Form ADV 5 (2024 extract) -> 8 (roster 2026-09-01)
Occurred
Mar 29, 2024
Tiverton Agrifinance III (offshore), LP first reported on Form ADV by Tiverton Advisors, LLC (Private Equity Fund), GAV $280,204,427
Occurred
Mar 29, 2024
Tiverton Agrifinance III, LP first reported on Form ADV by Tiverton Advisors, LLC (Private Equity Fund), GAV $516,147,609
Occurred
Mar 31, 2023
TA Mf LLC first reported on Form ADV by Tiverton Advisors, LLC (Private Equity Fund), GAV $356,296,861
Occurred
Feb 3, 2021
Tiverton II Cip, LP first reported on Form ADV by Tiverton Advisors, LLC (Other Private Fund), GAV $26,000,000
Occurred
Oct 2, 2019
Tiverton Agrifinance II, LP first reported on Form ADV by Tiverton Advisors, LLC (Other Private Fund), GAV $33,500,000
Occurred
Oct 2, 2019
Tiverton Ag Legacy Holdings, LLC first reported on Form ADV by Tiverton Advisors, LLC (Other Private Fund), GAV $26,000,000

Who to call

the organisation, the role and the published line, with the filing or website that published it; revealed to signed-in accounts

The firm's published line

Revealable: 1 business phone (Form ADV), 1 office address (Form ADV), 1 website (Form ADV) · as of 2026-09-13

Also named here, with no published line of their own (reach them through the firm): Tyler Smith (Associate, Portfolio Operations), Jimmy Gaffney (Associate, Portfolio Operations), Jackson Cooksey (Associate, Portfolio Operations), Michael Shepard-Moore (Associate, Portfolio Operations), Claire Abdalla (Associate, Investor Relations), Sharon Seymour (Associate, Accounting), Daniel Van Rooyen (Analyst), Daniel Lee (Analyst), Kyra Dalbo (Data Engineering Analyst), Lindsey Smith (Admin Associate), David Christopher Chattleton (Managing Partner), Brek Burgweger (Co-Founder & Head of Ag Operations).

Who to call is the organisation, the person's role and the line they published themselves: a business phone, office address, website or profile link from Form ADV, Form 13F or their own website, with that source named on every value. The counts above are what a reveal returns; a personal email is rarely published, so most reveals are the firm's line. Never data bought from a provider, never anything personal. Reveals by plan

Provenance

Graph: Private Equity
Canonical id: dfx:pe:a5f5348a-7d3d-4eab-82d2-75832ac3527c
First observed: Sep 13, 2026
Last observed: Sep 15, 2026 3 days ago
Source families: Federal regulator filings, Firm and issuer disclosures
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Tiverton Advisors, LLC

Private Equity

Raleigh, NC

This is the graph view. The full profile, with its team, deals and sources, is on Private Equity.Open the full profile →

Search this name across graphsid dfx:pe:a5f5348a-7d3d-4eab-82d2-75832ac3527c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings, firm and issuer disclosures. Page built Sep 18, 2026, 11:15 PM UTC and rebuilt at most every 15 minutes.

Fund

Vintage

Lifecycle

ADV type

Form D sold

GAV

LPs

Tiverton Agrifinance III (offshore), LP

2024

Unknown

Private Equity Fund

n/a

$280M

Tiverton Agrifinance III, LP

2024

Unknown

Private Equity Fund

n/a

$796M

TA Mf LLC

2023

Early deployment

Private Equity Fund

n/a

$382M

Tiverton II Cip, LP

2021

Unknown

Private Equity Fund

n/a

$36.5M

Tiverton Agrifinance II, LP

n/a

Successor fundraising

Private Equity Fund

n/a

$364M

Tiverton Ag Legacy Holdings, LLC

n/a

Active deployment

Private Equity Fund

n/a

$134M