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 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
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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