Tifin Give Inc.
- Regulatory AUM
- $30.9M
- Discretionary
- $30.9M
- Clients
- —
- Avg AUM / client
- —
- Accounts
- 1
- Employees
- 20
AUM over time
Annual snapshots from Form ADV filings · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Other | Fewer than 5 clients | $30.9M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Nair, Vinay, Balagopal | Member | Jun 2018 (8y) | ≈ 14.06% – 50% via Nair Advisory Services Inc | |
| Santiago, Ruben, Aquino | Cco | Sep 2022 (4y) | Less than 5% | |
| Redmond, Daryl, Scott | Coo | Oct 2023 (3y) | Less than 5% | |
| Lussow, John Paul, Harold | Ceo | Feb 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Tifin Group Llc | Member | Oct 2023 | A | 75% or more |
| The Tifin Group Llc | Member | Mar 2022 | B | ≈ 56.25% – 100% via The Tifin Group Llc |
| Nair Advisory Services Inc | Member | Jun 2018 | B | ≈ 18.75% – 50% via The Tifin Group Llc |
Undisclosed: 0% – 15% 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
- The Tifin Group Llc: 75% – 100% of The Tifin Group Llc × 75% – 100% direct ≈ 56.25% – 100% 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) | 03/30/2026 | 1.1 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
- • Fixed fees
- • Other fees
- • MANAGEMENT FEES (A PORTION OF EACH UNDERLYING DAF'S AUM)
Services
- • Portfolio management for businesses/institutional clients
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $2.7M (9% of AUM) Mar 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: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗