SourcingSourcing

TIG ADVISORS LLC

C44
CRD 138306·SEC 801-65608·NEW YORK, NY
AUM
$1.99B
$1B+
Est. Revenue
$19.9M
@ 1% on AUM
Est. EBITDA
$6.0M
@ 30% margin
Est. Deal Value
$47.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIG ADVISORS LLC
CRD
138306
SEC file #
801-65608
EIN
000000000
DBA names
—

Economics

AUM
$1.99B
AUM band
$1B+
AUM trajectory
'20'26
$3.45B → $1.99B▼ -42%
Client mix
Pooled Investment Vehicles12

Operations

Employees (total)
12
Advisory staff (per ADV)
9
Advisory staff (5-yr trend)
'20'26
16 advisors → 9 advisors▼ -44%
Primary office
NEW YORK NY
Branches
—

Custodian & Brokerage

Primary custodian
Goldman Sachslow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/27/2026
ADV-W filed at
—
Website
alti-global.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TIG TRINITY MANAGEMENT, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
3
Control Persons
TIG TRINITY MANAGEMENT, LLC
LEWIS, WHITNEY, FOGLE
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
ALTI-GLOBAL.COM
Rdap Domain Creation Date
2021-10-07T17:13:03Z
Rdap Firm Age Years
5
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001537552
Edgar Registered
Yes
Edgar Filing Count
15
Edgar First Filing Date
2012-03-07
Edgar Last Filing Date
2025-05-30
Edgar Form D Count
15
Edgar Form D Offerings
2025-05-302025-05-30 · 0000919574-25-003445
2024-05-312024-05-31 · 0000919574-24-003427

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
Goldman Sachs22
Morgan Stanley16
Jpmorgan13
Wells Fargo4
E*trade4
Edgar Addresses
Mailing
OGIER GLOBAL (CAYMAN) LTD.89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, KY1-9007Cayman Islands
Business
OGIER GLOBAL (CAYMAN) LTD.89 NEXUS WAY, CAMANA BAYGRAND CAYMAN, KY1-9007Cayman Islands
Edgar EIN
000000000
Edgar Recent Filings
D/A2025-05-30 · 0000919574-25-003445
D/A2024-05-31 · 0000919574-24-003427
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-04-01T11:59:59Z
Rdap Domain Last Changed
2026-02-03T16:53:12Z
Rdap Nameservers
Dahlia.ns.cloudflare.comDerek.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (2)

2
LEWIS, WHITNEY, FOGLE
Executive Officer · 2.5%
7379056
MORAN, KEVIN, PATRICK
Executive Officer · 2.5%
4013476