TIFF INVESTMENT MANAGEMENT
TIFF ENDOWMENT ASSET MANAGEMENT, LLC Legal Name
Adviser information for TIFF INVESTMENT MANAGEMENT last updated from Form ADV on March 28th, 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 | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 0 |
|---|---|
| Investment Advisory/Research | 0 |
| 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 | 1 | $1.8B |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $1.8B |
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 | 1 | $1.8B |
| 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 | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehiclesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
| Other Business Activities | Commodity pool operator or commodity trading advisor |
Identifiers
| SEC RIA File Number | 801-73256 |
|---|---|
| SEC ERA File Number | 801-73256 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 156308 |
| Legal Entity Identifier | 549300NP17WI3TKPTO30 |
Principal Office
170 N. RADNOR CHESTER RDSUITE 300
RADNOR
PA
United States
Monday - Friday, 9AM TO 5PM EST
Tel: 610-684-8000, Fax: 610-684-8080
Chief Compliance Officer
CHRISTIAN A. SZAUTNER
170 N. RADNOR CHESTER RD
SUITE 300
RADNOR
PA
United States
Tel:
610-684-8000
Fax:
610-684-8080
C********@*******G
(Full email address available in API data)
Regulatory Contact
LISA MATSON
GENERAL COUNSEL
170 N. RADNOR CHESTER RD
SUITE 300
RADNOR
PA
United States
Tel:
610-684-8000
Fax:
610-684-8080
L******@*******G
(Full email address available in API data)
Industry Affiliates
| TIFF INVESTMENT MANAGEMENT | Other investment adviser, including financial plannersCommodity pool operator or commodity trading advisorSponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| THE TIFF KEYSTONE FUND, LP | Hedge Fund | $1,758.2M | $10.0M | 56 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| SZAUTNER, CHRISTIAN, ANDREAS | Individual | – | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT | 03/2012 | < 5% |
| WILLOUGHBY, JAY, LYNN | Individual | – | CHIEF INVESTMENT OFFICER | 10/2015 | < 5% |
| DERGANC-BILLINGS, KATHERINE MARY, (NMN) | Individual | – | VICE PRESIDENT/TREASURER | 07/2017 | < 5% |
| BRENAN, CLARENCE, KANE | Individual | – | CHIEF EXECUTIVE OFFICER | 04/2020 | < 5% |
| MATSON, LISA, LAZARUS BLACK | Individual | – | GENERAL COUNSEL/VICE PRESIDENT/SECRETARY | 10/2020 | < 5% |
| PORTIS, JESSICA, NOEL | Individual | – | HEAD OF MEMBER PORTFOLIO MANAGEMENT AND SERVICES | 01/2021 | < 5% |
| TAS MANAGEMENT, CO. LLC | Domestic Entity | TIFF ADVISORY SERVICES, LLC | OWNER OF 100% OF THE COMMON LLC INTERESTS | 09/2023 | > 75% |
| TAS II, INC. | Domestic Entity | TIFF ADVISORY SERVICES, LLC | OWNER OF 100% OF THE PREFERRED LLC INTERESTS | 09/2023 | > 75% |
| TIFF ADVISORY SERVICES, LLC | Domestic Entity | – | SOLE MEMBER | 09/2023 | > 75% |
| BRENNER, DAVID, MARC | Individual | – | CHIEF OPERATING OFFICER/ VICE PRESIDENT | 01/2024 | < 5% |
| NAVARATNA, ANUJA, INDRADHANUSHA | Individual | – | VICE PRESIDENT | 12/2023 | < 5% |