Tiff Investment Management
Firm details
- Headquarters
- Radnor, Pennsylvania
- CRD number
- 327436
- Registered since
- November 1, 2023
- Fee structure
- Percentage of AUM, Fixed Fees, Performance Based Fees, Other
- Client types
- Pooled Investment Vehicles61.62%
- Charitable Organizations21.38%
- Investment Companies17.01%
- Services
- Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Tiff Investment Management is a SEC-registered hedge-fund–style advisory organized as an LLC that primarily serves institutional clients. The firm indicates business activity as a CPO/CTA and lists advisory responsibilities that include portfolio management for investment companies, pooled investment vehicles and institutional clients, as well as the selection of other advisers. Tiff uses a mix of fee arrangements — percentage of AUM, fixed fees, performance fees and other fee types — and reports it is not an active ESG investor. Industry affiliations include operating as another investment adviser, acting as a CPO/CTA, and serving as sponsor, general partner or managing member of pooled vehicles.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds70%
- Cash & Cash Equivalents13%
- Exchange Traded Equities10%
- US Government Bonds7%
Owners & executives
3 of 7
Jay Willoughby
Chief Investment Officer & Board MemberCRD 1161173

Lisa Matson
Chief Legal OfficerCRD 6472666

Katherine Mary Derganc-billings
Chief Financial OfficerCRD 6833280
Contacts
2 of 2
Jessica Portis
Client ManagementCRD 7333775
Julius Mercado
Executive DirectorCRD 8309354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$427M in ETFs
100%
$427M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $94.4M | 601,770 | 22.11% |
Location
Radnor, PA
Delaware
Location
Radnor, PA
Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 170 N Radnor Chester Rd
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Callan Family Office, LLC
RIARadnor, PA
Cbre Investment Management Listed Real Assets LLC
RIARadnor, PA
Lovell Minnick
RIARadnor, PA
Nordwand Advisors
RIARadnor, PA
Stevens Capital Management LP
RIARadnor, PA
Newspring Capital
RIARadnor, PA