Tiptree Advisors, LLC

RIASEC Registered

Total AUM

$2.3B

Discretionary

$2.3B

100% of AUM

Avg account

$116M

Accounts

Employees

Advisory reps

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

FINTRX

Overview

Tiptree Advisors, LLC is an SEC-registered investment adviser (registration in 2006) organized as a limited liability company. The firm operates as a hedge fund manager and also carries CPO/CTA designations, focusing its advisory work on pooled investment vehicles and institutional balance sheets. Its client base is primarily institutional, and its compensation structure combines an asset-based management fee with performance-linked fees consistent with traditional hedge fund economics. The firm reports a preference for fixed-income strategies and does not position itself as an active ESG investor.