TIFIN GIVE
TIFIN GIVE INC. Legal Name
Adviser information for TIFIN GIVE last updated from Form ADV on March 29th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 21 |
|---|---|
| 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 | 5 | $2.7M |
| Non-Discretionary | 0 | $0 |
| Total | 5 | $2.7M |
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 | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | <5 | $2.7M |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsMODEL SERVICE PROVIDER |
|---|---|
| Compensation | Fixed feesMANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM) |
Identifiers
| SEC RIA File Number | 801-121587 |
|---|---|
| SEC ERA File Number | 801-121587 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 313261 |
| Legal Entity Identifier | None |
Principal Office
2440 JUNCTION PLACESUITE 300
BOULDER
CO
United States
Monday - Friday, 8AM-6PM
Tel: 800-807-4066, Fax: None
Chief Compliance Officer
RUBEN SANTIAGO
1 PENNSYLVANIA PLAZA FL 39
SUITE 300
NEW YORK CITY
NY
United States
Tel:
718-968-5026
R*************@********M
(Full email address available in API data)
Regulatory Contact
DARYL SCOTT REDMOND
VICE PRESIDENT - COO
2440 JUNCTION PLACE
SUITE 300
BOULDER
CO
United States
Tel:
206-7656025
D*******@**************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 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 |
|---|---|---|---|---|---|
| THE TIFIN GROUP LLC | Domestic Entity | – | MEMBER | 10/2023 | > 75% |
| THE TIFIN GROUP LLC | Domestic Entity | THE TIFIN GROUP LLC | MEMBER | 03/2022 | > 75% |
| NAIR, VINAY, BALAGOPAL | Individual | NAIR ADVISORY SERVICES INC | MEMBER | 06/2018 | > 75% |
| NAIR ADVISORY SERVICES INC | Domestic Entity | THE TIFIN GROUP LLC | MEMBER | 06/2018 | 25-50% |
| Santiago, Ruben, Aquino | Individual | – | CCO | 09/2022 | < 5% |
| REDMOND, DARYL, SCOTT | Individual | – | COO | 10/2023 | < 5% |
| NAIR, VINAY, BALAGOPAL | Individual | – | CHAIRMAN | 06/2018 | 10-25% |
| LUSSOW, JOHN PAUL, HAROLD | Individual | – | CEO | 02/2024 | < 5% |