Tifin Give

RIASEC RegisteredEst. 2021
Total AUM
$30.9M
Discretionary
$30.9M
100% of AUM
Avg account
$30.9M
Accounts
1
Employees
20
Advisory reps
2

Firm details

Headquarters
Boulder, Colorado
CRD number
313261
Registered since
December 13, 2021
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Fixed Fees, Other
Client types
  • Other100%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tifin Give is an independent registered investment adviser organized as a corporation and registered with the SEC in 2021. The firm’s stated advisory activity is portfolio management for businesses or institutions, and its ownership is listed as a domestic entity/individual. Fee arrangements include fixed fees and other non-standard structures. Tifin Give does not identify as an active ESG investor, is not a multi-state adviser, and does not operate as a capital allocator or pension consultant. Industry affiliations are limited to classification as an "other investment adviser" and the firm is not reported to be related to another adviser. The profile suggests a narrow, advisory-focused operation rather than a broad wealth management or family-office platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Vinay Nair

    Vinay Nair

    Founder & CEOCRD 6017665

Contacts

1 of 1
  • Ruben Santiago

    CCOCRD 5651955

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Boulder, CO

Boulder

Location

Boulder, CO

Headquartered in Boulder, CO, anchoring the Denver-Aurora, CO metro in the West.

Metro area
Denver-Aurora, CO
Region
West
County
Boulder
Address
1166 Pearl St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth