Tiff Advisory Services, Llc
- Regulatory AUM
- $8.6B
- Discretionary
- $8.3B
- Clients
- 76
- Avg AUM / client
- $113M
- Accounts
- 76
- Employees
- 70
AUM over time
Annual snapshots from Form ADV filings · as of Jul 06, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $1.5B | 17.0% |
| Pooled investment vehicles (non-investment companies) | 38 | $5.3B | 61.6% |
| Charitable organizations | 37 | $1.8B | 21.4% |
Private funds (37)
View all →Reported in Form ADV Section 7.B.(1), filing of Nov 2024 · $3.5B combined gross assets
People (8)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brenan, Clarence, Kane | Chief Executive Officer; Director | Sep 2023 (3y) | Less than 5% | |
| Derganc Billings, Katherine Mary, (Nmn) | Vice President; Treasurer | Sep 2023 (3y) | Less than 5% | |
| Matson, Lisa, Lazarus Black | General Counsel; Vice President; Secretary | Sep 2023 (3y) | Less than 5% | |
| Portis, Jessica, Noel | Head Of Member Portfolio Management And Services; Director | Sep 2023 (3y) | Less than 5% | |
| Snow, David, Christopher | Chief Technology Officer, Executive Director | Sep 2023 (3y) | Less than 5% | |
| Szautner, Christian, Andreas | Chief Compliance Officer; Vice President | Sep 2023 (3y) | Less than 5% | |
| Willoughby, Jay, Lynn | Chief Investment Officer; Director | Sep 2023 (3y) | Less than 5% | |
| Brenner, David, Marc | Chief Operating Officer; Vice President | Jan 2024 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Tas Management Co. Llc | Owner Of 100% Of The Common Llc Interests | Sep 2023 | A | 75% or more |
| Tas Ii, Inc. | Owner Of 100% Of The Preferred Llc Interests | Sep 2023 | A | 75% or more |
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.
Private funds (37, $3.5B gross assets)
Top 25 of 37 funds by gross assets · all funds
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/06/2026 | 7.86 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
- • Percentage of assets under management
- • Fixed fees
- • Performance-based fees
- • Other fees
- • CARRIED INTEREST-CERTAIN PE VEHICLES
Services
- • Portfolio management for investment companies
- • Portfolio management for pooled investment vehicles
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 06, 2026.
View current Form ADV (SEC/IAPD) ↗