AUM
Employee Count
Main Office
Discretion | AUM |
---|---|
Discretionary | $1.9 |
Non-Discretionary | $0.0 |
Total | $1.9 |
Client | AUM |
---|---|
Retail | $0.0 |
Pooled | $1.9 |
Institutional | $0.0 |
Total | $1.9 |
Retail | Accounts | AUM |
---|---|---|
Individual | 0 | $0.0 |
Average Individual AUM | $0 | |
HNW | 0 | $0.0 |
Average HNW AUM | $0 | |
Retail Total | 0 | $0.0 |
Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
Custodian | Location | AUM |
---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Breakdown | AUM |
---|---|
Total SMA AUM | $0.0 |
Retail SMA AUM | $0.0 |
Institutional SMA AUM | $0.0 |
Asset Class | % | AUM |
---|---|---|
Equity Exch | 0% | $0.0 |
Equity Non-Exch | 0% | $0.0 |
Govt Agency | 0% | $0.0 |
Municipal | 0% | $0.0 |
Sovereign | 0% | $0.0 |
IG Credit | 0% | $0.0 |
HY Credit | 0% | $0.0 |
Derivatives | 0% | $0.0 |
Investment Companies | 0% | $0.0 |
Other Pools | 0% | $0.0 |
Cash | 0% | $0.0 |
Other | 0% | $0.0 |
Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates | AUM | Business Types | CRD Number |
---|---|---|---|
TIFF ADVISORY SERVICES, LLC | $6.7 | 327436 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
11 active
Name | Title |
---|---|
SZAUTNER, CHRISTIAN, ANDREAS | CHIEF COMPLIANCE OFFICER/VICE PRESIDENT |
WILLOUGHBY, JAY, LYNN | CHIEF INVESTMENT OFFICER |
DERGANC-BILLINGS, KATHERINE MARY, (NMN) | VICE PRESIDENT/TREASURER |
BRENAN, CLARENCE, KANE | CHIEF EXECUTIVE OFFICER |
MATSON, LISA, LAZARUS BLACK | GENERAL COUNSEL/VICE PRESIDENT/SECRETARY |
PORTIS, JESSICA, NOEL | HEAD OF MEMBER PORTFOLIO MANAGEMENT AND SERVICES |
BRENNER, DAVID, MARC | CHIEF OPERATING OFFICER/ VICE PRESIDENT |
NAVARATNA, ANUJA, INDRADHANUSHA | VICE PRESIDENT |
ADVDB.CO • SOURCE: SEC
No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
---|---|---|---|---|---|---|
2025-06-02 | $1.9 | $0.0 | 0% | 0 | 0 | 0% |
2025-04-21 | $1.9 | $0.0 | 0% | 0 | 0 | 0% |
2024-04-02 | $1.8 | $0.2 | 9% | 0 | 0 | 0% |
2023-04-04 | $1.7 | $0.3 | 15% | 0 | 0 | 0% |
2022-04-01 | $1.8 | $0.1 | 5% | 0 | 0 | 0% |
2021-04-05 | $1.5 | $0.4 | 29% | 0 | 0 | 0% |
2020-04-01 | $1.5 | $0.4 | 29% | 0 | 0 | 0% |
2019-04-01 | $1.4 | $0.5 | 40% | 0 | 0 | 0% |
2018-04-02 | $1.5 | $0.4 | 28% | 0 | 0 | 0% |
2017-04-01 | $1.4 | $0.5 | 40% | 0 | 0 | 0% |
2016-04-01 | $1.5 | $0.4 | 26% | 0 | 0 | 0% |
2015-04-01 | $1.4 | $0.6 | 41% | 0 | 0 | 0% |
2014-04-01 | $1.1 | $0.8 | 75% | 0 | 0 | 0% |
2013-04-01 | $0.7 | $1.2 | 171% | 0 | 0 | 0% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
STATE REGISTRATIONS |
PA, |
ADVISER ACTIVITIES |
PORTFOLIO MANAGEMENT (POOLS) MANAGER SELECTION |
OTHER ACTIVITIES |
COMMODITY TRADING ADVISOR |
ADVDB.CO • SOURCE: SEC FORM ADV