TIFIN GIVE
Firm details
- Headquarters
- BOULDER, Colorado
- CRD number
- 313261
- Registered since
- December 13, 2021
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees, Other
- Client types
- Other100%
- Services
- Portfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tifin Give is a small, equity-focused registered investment adviser that provides portfolio management services aimed at businesses or institutional clients. The firm registered with the SEC in 2021 and operates under a fixed-fee (and other) fee arrangement. Its filings classify it as an “other investment adviser” and show it is not a capital allocator or an active ESG investor. Public disclosures identify a clear preference for equities and portfolio management executed through separately managed accounts. The adviser’s footprint is compact: assets are managed on a discretionary basis, and the business appears to service a narrow client profile rather than a broad retail roster. That positioning, combined with the fixed-fee structure and equity preference, points to a mandate focused on liquid, exchange-listed holdings and straightforward account governance rather than multi-asset or illiquid strategies.
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
- Exchange Traded Equities100%
Owners & executives
1 of 1VINAY NAIR
Founder & CEOCRD 6017665
Contacts
2 of 2JOHN PAUL LUSSOW
Independent ConsultantCRD 4834077
Ruben Santiago
CCOCRD 5651955
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BOULDER, CO
BOULDER
Location
BOULDER, CO
Headquartered in BOULDER, CO, anchoring the Denver-Aurora, CO metro in the West.
- Metro area
- Denver-Aurora, CO
- Region
- West
- County
- BOULDER
- Address
- 2440 Junction Pl
- Time zone
- MT (UTC-7)
- Office locations
Similar firms
BONSAI ADVISORS LLC
RIABOULDER, CO
FLATIRONS WEALTH MANAGEMENT
RIABOULDER, CO
SWEATER INDUSTRIES LLC
RIABOULDER, CO
BERMAN, GIL
RIABOULDER, CO
MIFI WEALTH, LLC
RIABOULDER, CO
CALEDONIA WEALTH MANAGEMENT, LTD.
RIABOULDER, CO