SourcingSourcing

TIFF ENDOWMENT ASSET MANAGEMENT, LLC

C26
CRD 156308·SEC 801-73256·RADNOR, PA
AUM
$2.46B
$1B+
Est. Revenue
$24.6M
@ 1% on AUM
Est. EBITDA
$7.4M
@ 30% margin
Est. Deal Value
$59.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIFF ENDOWMENT ASSET MANAGEMENT, LLC
CRD
156308
SEC file #
801-73256
EIN
000000000
DBA names
Tiff Investment Management

Economics

AUM
$2.46B
AUM band
$1B+
AUM trajectory
'20'26
$1.37B → $2.46B▲ +80%
Client mix
Pooled Investment Vehicles1

Operations

Employees (total)
0
Advisory staff (per ADV)
0
Advisory staff (5-yr trend)
—
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — pooled vehiclesSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
linkedin.com/company/tiff-investment-management(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
TIFF ADVISORY SERVICES, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
TIFF ADVISORY SERVICES, LLC
BRENAN, CLARENCE, KANE
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001440954
Edgar Registered
Yes
Edgar Filing Count
21
Edgar First Filing Date
2008-07-16
Edgar Last Filing Date
2026-03-09
Edgar Form D Count
19
Edgar Form D Offerings
2026-03-092026-03-09 · 0001440954-26-000001
2025-03-112025-03-11 · 0001440954-25-000001
Edgar Former Names
tiff keystone fund LP

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

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
State Street7
E*trade4
Edgar Addresses
Mailing
Four Tower Bridge 200 Barr Harbor DriveSuite 100West Conshohocken, PA 19428
Business
Four Tower Bridge 200 Barr Harbor DriveSuite 100West Conshohocken, PA 19428
Edgar EIN
000000000
Edgar Recent Filings
D2026-03-09 · 0001440954-26-000001
D/A2025-03-11 · 0001440954-25-000001
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (7)

7
Clarence Kane Brenan
Executive Officer · 2.5%
3107801
DAVID MARC BRENNER
Executive Officer · 2.5%
5633353
DERGANC-BILLINGS, KATHERINE MARY,
Executive Officer · 2.5%
6833280
MATSON, LISA, LAZARUS BLACK
Executive Officer · 2.5%
6472666
PORTIS, JESSICA, NOEL
Executive Officer · 2.5%
7333775
CHRISTIAN ANDREAS SZAUTNER
Executive Officer · 2.5%
5655568
JAY LYNN WILLOUGHBY
Executive Officer · 2.5%
1161173