Tifin Give

RIASEC RegisteredEst. 2021
Total AUM
$30.9M
Discretionary
$30.9M
100% of AUM
Avg account
$30.9M
Accounts
1
Employees
20
Advisory reps
2

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

FINTRX

Overview

Tifin Give is an independent, SEC-registered registered investment adviser organized as a corporation and registered in 2021. The firm describes its primary advisory activity as portfolio management for businesses or institutions and operates under a fixed-fee (and other) fee arrangement. It is not designated as a capital allocator, does not identify as an active ESG investor, and does not report multi‑state advisory activity. Ownership is listed as a domestic entity and individual. The firm's structure and stated advisory focus point to a boutique practice that serves institutional or corporate accounts rather than a retail household client base. Its regulatory filings do not show related-adviser relationships or pension consulting services.

Assets & Accounts

Public Holdings

Location & Offices

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: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

1 of 1
  • Vinay Nair

    Vinay Nair

    Founder & CEOCRD 6017665

Contacts

1 of 1
  • Ruben Santiago

    CCOCRD 5651955

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
1166 Pearl St
Time zone
MT (UTC-7)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth