Magnifi Llc
- Regulatory AUM
- $2.1M
- Discretionary
- $0
- Clients
- 7,648
- Avg AUM / client
- $276
- Accounts
- 7,648
- Employees
- 35
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 7,648 | $2.1M | 100.0% |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nair, Vinay, Balagopal | Chairman | Jun 2018 (8y) | ≈ 14.06% – 50% via Nair Advisory Services Inc | |
| Van Horn, Thomas, Joseph | Chief Product Officer | Dec 2020 (6y) | Less than 5% | |
| Santiago, Ruben, Aquino | Cco | Sep 2022 (4y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Tifin Group Llc | Member | Jun 2018 | A | 75% or more |
| Nair Advisory Services Inc | Member | Jun 2018 | B | ≈ 18.75% – 50% via The Tifin Group Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Nair, Vinay, Balagopal: 75% – 100% of Nair Advisory Services Inc × 25% – 50% of The Tifin Group Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Nair Advisory Services Inc: 25% – 50% of The Tifin Group Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.06 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Other fees
- • FIXED SUBSCRIPTION FEES
Services
- • Other services
Custody
Reported custodians
- Apex Clearing $2.1M (100% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗