TIFIN GROW LLC
Adviser information for TIFIN GROW LLC last updated from Form ADV on August 1st, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 24 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 13 | $3.9M |
| Non-Discretionary | 0 | $0 |
| Total | 13 | $3.9M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 12 | $3.9M |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsALGORITHM-BASED PORTFOLIO MATCHING AND CREATION |
|---|---|
| Compensation | % of AUMSubscription feesFixed fees |
Identifiers
| SEC RIA File Number | 801-119633 |
|---|---|
| SEC ERA File Number | 801-119633 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 309399 |
| Legal Entity Identifier | None |
Principal Office
2440 JUNCTION PLACESUITE 300
BOULDER
CO
United States
Monday - Friday, 8AM-6PM
Tel: 646-389-0402, Fax: None
Chief Compliance Officer
RUBEN SANTIAGO
CCO
1 PENNSYLVANIA PLAZA
SUITE 300
NEW YORK
NY
United States
Tel:
718-968-5026
R*************@********M
(Full email address available in API data)
Industry Affiliates
| MAGNIFI LLC | Other investment adviser, including financial planners |
| PARALEL ADVISORS LLC | Other investment adviser, including financial planners |
| TIFIN DISTRIBUTION PARTNERS | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
| TIFIN GIVE | Other investment adviser, including financial planners |
| TIFIN PRIVATE MARKETS LLC | Broker-dealer, municipal securities dealer, or gov securities broker or dealer |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| NAIR, VINAY, BALAGOPAL | Individual | – | CHIEF EXECUTIVE OFFICER | 09/2019 | < 5% |
| TIFIN WEALTHTECH LLC | Domestic Entity | – | MEMBER | 11/2021 | 50-75% |
| THE TIFIN GROUP LLC | Domestic Entity | TIFIN WEALTHTECH LLC | MEMBER | 02/2022 | > 75% |
| NAIR ADVISORY SERVICES INC | Domestic Entity | THE TIFIN GROUP LLC | MEMBER | 06/2018 | 25-50% |
| NAIR, VINAY, BALAGOPAL | Individual | NAIR ADVISORY SERVICES INC | MEMBER | 06/2018 | > 75% |
| Santiago, Ruben, Aquino | Individual | – | CCO | 09/2022 | < 5% |
| Boury, Andrew, Joseph | Individual | – | COO | 06/2023 | < 5% |