Tifin Give
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
FINTRXOverview
Tifin Give is an SEC-registered independent registered investment adviser organized as a corporation and first registered in 2021. The firm describes its primary advisory activity as portfolio management for businesses or institutional clients. Ownership is tied to a domestic entity and an individual. Its fee model is oriented toward fixed fees (and other non-asset-based arrangements). Tifin Give does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm is classified as an independent RIA and is registered as an investment adviser (listed under other investment adviser affiliations). Public-facing materials emphasize institutional-style portfolio management rather than retail wealth management.
Assets & Accounts
Public Holdings
Location & Offices
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
- Exchange Traded Equities100%
Owners & executives
1 of 1
Vinay Nair
Founder & CEOCRD 6017665
Contacts
1 of 1Ruben Santiago
CCOCRD 5651955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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