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 SEC-registered independent registered investment adviser organized as a corporation and first registered in 2021. The firm describes its primary advisory activity as portfolio management for businesses or institutional clients. Ownership is tied to a domestic entity and an individual. Its fee model is oriented toward fixed fees (and other non-asset-based arrangements). Tifin Give does not present itself as a capital allocator, does not identify as an active ESG investor, and is not registered as a multi-state adviser. The firm is classified as an independent RIA and is registered as an investment adviser (listed under other investment adviser affiliations). Public-facing materials emphasize institutional-style portfolio management rather than retail wealth management.

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth