Tiptree Advisors, LLC
Firm details
- Headquarters
- New York, New York
- CRD number
- 137758
- Registered since
- January 27, 2006
- Website
- www.corvidpeak.com
- Custodians
- 5001 KINGSLEY DR. MD 1MOB2J, THE BANK OF NEW YORK MELLON
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Insurance Companies77.79%
- Pooled Investment Vehicles22.21%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Tiptree Advisors, LLC is a privately held limited liability company registered with the SEC since 2006 that operates as a hedge fund manager and CPO/CTA. The firm serves primarily institutional clients and provides portfolio management for pooled investment vehicles as well as for businesses and institutions. Its compensation combines a percentage-of-AUM component with performance-based fees. Tiptree is not an active ESG investor and is organized to serve a concentrated institutional client base rather than broad retail distribution.
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
- Investment Grade Corp Bonds49%
- US Government Bonds17%
- Cash & Cash Equivalents12%
- Exchange Traded Equities9%
- Private Funds8%
Owners & executives
3 of 3
Siew Kwok
Chief Compliance OfficerCRD 6597306
Gregory Fabiano
Chief Financial OfficerCRD 4513951
Mark Black
CIOCRD 1962353
Contacts
1 of 1Michael Barnes
ChairmanCRD 2187569
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
New York, NY
New York
Location
New York, NY
Headquartered in New York, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- New York
- Address
- 809 Broadway
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
Greensledge Advisors LLC
RIANew York, NY
Garnet Credit Management LLC
RIANew York, NY
PPC Enterprises LLC
RIANew York, NY
Magnus Financial Group LLC
RIANew York, NY
Belzberg & Co
RIANew York, NY
AIP Management US
RIANew York, NY