TIPTREE ADVISORS, LLC

Overview

Tiptree Advisors, LLC is a hedge-fund–style investment manager organized as an LLC and registered with the SEC since 2006. It serves primarily institutional clients and runs pooled investment vehicles, acting as a portfolio manager for both pooled vehicles and for businesses or institutions. The firm operates in a capacity consistent with CPO/CTA activities and charges a combination of percentage-of-AUM and performance-based fees. It is owned by a mix of a domestic entity and an individual and is not positioned as an ESG investor or a multi-state adviser. Tiptree also has industry ties beyond pure advisory work: it is affiliated as an other investment adviser, works with insurance companies, and functions as a sponsor/GP or managing member of pooled investment vehicles. That sponsor role aligns with the firm’s private-fund activity and the fact that performance fees are part of its compensation structure.

Assets & Accounts

Public Holdings

Investments & Alternatives