Tiff Investment Management

RIASEC RegisteredEst. 2023
Total AUM
$8.6B
Discretionary
$8.3B
96% of AUM
Avg account
$113M
Accounts
76
Employees
70
Advisory reps
9

Firm details

Headquarters
Radnor, Pennsylvania
CRD number
327436
Registered since
November 1, 2023
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles61.62%
  • Charitable Organizations21.38%
  • Investment Companies17.01%
Services
Portfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Tiff Investment Management is a SEC-registered hedge-fund–style advisory organized as an LLC that primarily serves institutional clients. The firm indicates business activity as a CPO/CTA and lists advisory responsibilities that include portfolio management for investment companies, pooled investment vehicles and institutional clients, as well as the selection of other advisers. Tiff uses a mix of fee arrangements — percentage of AUM, fixed fees, performance fees and other fee types — and reports it is not an active ESG investor. Industry affiliations include operating as another investment adviser, acting as a CPO/CTA, and serving as sponsor, general partner or managing member of pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

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: Private Funds 70%, Cash & Cash Equivalents 13%, Exchange Traded Equities 10%, US Government Bonds 7%70%
  • Private Funds70%
  • Cash & Cash Equivalents13%
  • Exchange Traded Equities10%
  • US Government Bonds7%

Owners & executives

3 of 7
  • Jay Willoughby

    Jay Willoughby

    Chief Investment Officer & Board MemberCRD 1161173

  • Lisa Matson

    Lisa Matson

    Chief Legal OfficerCRD 6472666

  • Katherine Mary Derganc-billings

    Katherine Mary Derganc-billings

    Chief Financial OfficerCRD 6833280

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Contacts

2 of 2
  • Jessica Portis

    Jessica Portis

    Client ManagementCRD 7333775

  • Julius Mercado

    Executive DirectorCRD 8309354

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 24

Active vs passive

$427M in ETFs

Passive

100%

$427M

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD TOTAL WORLD STOCK INDEX FUND (VT)VanguardPassiveGlobal Large Stock Blend$94.4M601,77022.11%

Location

Primary office

Radnor, PA

Delaware

Location

Radnor, PA

Headquartered in Radnor, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.

Metro area
Philadelphia-Reading-Camden, PA-NJ-DE-MD
Region
Northeast
County
Delaware
Address
170 N Radnor Chester Rd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth