Tiff Investment Management

RIASEC Registered
Total AUM
$8.6B
Discretionary
$8.3B
96% of AUM
Avg account
$113M
Accounts
76
Employees
70
Advisory reps
8

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

FINTRX

Overview

Tiff Investment Management is an LLC that operates as a hedge fund manager serving an institutional client base. The firm is registered with the SEC (registered in 2023) and conducts commodity pool/commodity trading advisor activities in addition to traditional advisory roles. Its advisory services include portfolio management for investment companies and pooled investment vehicles, portfolio management for businesses and institutions, and the selection of other advisers. Fee arrangements include a mix of percentage-of-AUM, fixed fees, performance-based fees, and other structures. The firm reports no active ESG program and is not a multi-state adviser. Tiff is affiliated with roles beyond pure adviser work: it lists relationships as an investment adviser, CPO/CTA, and as a sponsor/GP/managing member of pooled investment vehicles. Ownership is a mix of domestic entities and individuals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Private Funds 70%, Cash & Cash Equivalents 13%, Exchange Traded Equities 10%, US Government Bonds 7%70%
  • Private Funds70%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities10%
  • US Government Bonds7%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$427M in ETFs

Passive

100%

$427M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$94.4M601,77022.11%

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth