SourcingSourcing

TIFIN GIVE INC.

C15
CRD 313261·SEC 801-121587·BOULDER, CO
AUM
$30.9M
$25M-$100M
Est. Revenue
$309K
@ 1% on AUM
Est. EBITDA
$93K
@ 30% margin
Est. Deal Value
$742K
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIFIN GIVE INC.
CRD
313261
SEC file #
801-121587
EIN
934592979
DBA names
Tifin Give

Economics

AUM
$30.9M
AUM band
$25M-$100M
AUM trajectory
'25'26
$4.7M → $30.9M▲ +562%
Client mix
—

Operations

Employees (total)
20
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'22'26
1 advisors → 2 advisors▲ +100%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — businessesOther Advisory Services
Fee basis
Fixed feesOther Compensation

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
tifin.com

Compliance

Disclosures (firm)
1
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
THE TIFIN GROUP LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
THE TIFIN GROUP LLC
NAIR, VINAY, BALAGOPAL
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
TIFIN.COM
Rdap Domain Creation Date
2005-10-04T11:12:09Z
Rdap Firm Age Years
21
Rdap Firm Age Band
20+y
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
0002010358
Edgar Registered
Yes
Edgar Filing Count
3
Edgar First Filing Date
2024-02-01
Edgar Last Filing Date
2024-10-11
Edgar Form D Count
3
Edgar Form D Offerings
2024-10-112024-10-11 · 0002010358-24-000003
2024-02-012024-02-01 · 0002010358-24-000002

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
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2440 JUNCTION PLACESUITE 300BOULDER, CO 80301
Business
2440 JUNCTION PLACESUITE 300BOULDER, CO 80301
Edgar EIN
934592979
Edgar Recent Filings
D/A2024-10-11 · 0002010358-24-000003
D2024-02-01 · 0002010358-24-000002
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-01-01T11:59:59Z
Rdap Domain Last Changed
2026-01-02T17:02:11Z
Rdap Nameservers
Coby.ns.cloudflare.comMelissa.ns.cloudflare.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (3)

3
VINAY BALAGOPAL NAIR
Direct Owner · 17.5%
6017665
JOHN PAUL HAROLD LUSSOW
Executive Officer · 2.5%
4834077
Santiago, Ruben, Aquino
Executive Officer · 2.5%
5651955