Tiff Investment Management
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
FINTRXOverview
Tiff Investment Management is organized as an LLC and operates primarily as a hedge fund manager serving institutional clients. The firm is SEC-registered (2023) and performs both manager and sponsor roles: it operates pooled investment vehicles, serves as portfolio manager for investment companies and other pooled vehicles, and selects or oversees third-party advisers. It also carries CPO/CTA registrations and lists sponsor/GP/managing member activity for its funds. Fee arrangements include percentage-of-AUM, fixed fees, performance-based fees and other structures. Tiff does not present itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Private Funds70%
- Cash & Cash Equivalents13%
- Exchange Traded Equities10%
- US Government Bonds7%
Owners & executives
3 of 6
Christian Szautner
Chief Compliance OfficerCRD 5655568
Jay Willoughby
Chief Investment Officer & Board MemberCRD 1161173
Katherine Mary Derganc-billings
Chief Financial OfficerCRD 6833280
Contacts
2 of 2
Jessica Portis
Client ManagementCRD 7333775
Julius Mercado
Executive DirectorCRD 8309354
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 24Active vs passive
$427M in ETFs
100%
$427M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL WORLD STOCK INDEX FUND (VT) | Vanguard | Passive | Global Large Stock Blend | $94.4M | 601,770 | 22.11% |
Location
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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