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
3

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 a small, equity-focused registered investment adviser that provides portfolio management services aimed at businesses or institutional clients. The firm registered with the SEC in 2021 and operates under a fixed-fee (and other) fee arrangement. Its filings classify it as an “other investment adviser” and show it is not a capital allocator or an active ESG investor. Public disclosures identify a clear preference for equities and portfolio management executed through separately managed accounts. The adviser’s footprint is compact: assets are managed on a discretionary basis, and the business appears to service a narrow client profile rather than a broad retail roster. That positioning, combined with the fixed-fee structure and equity preference, points to a mandate focused on liquid, exchange-listed holdings and straightforward account governance rather than multi-asset or illiquid strategies.

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

    Founder & CEOCRD 6017665

Contacts

2 of 2
  • JOHN PAUL LUSSOW

    Independent ConsultantCRD 4834077

  • 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
2440 Junction Pl
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth