SourcingSourcing

TIFF ADVISORY SERVICES, LLC

C24
CRD 327436·SEC 801-128989·RADNOR, PA
AUM
$8.62B
$1B+
Est. Revenue
$86.2M
@ 1% on AUM
Est. EBITDA
$25.8M
@ 30% margin
Est. Deal Value
$206.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
TIFF ADVISORY SERVICES, LLC
CRD
327436
SEC file #
801-128989
EIN
000000000
DBA names
Tiff Investment Management

Economics

AUM
$8.62B
AUM band
$1B+
AUM trajectory
'25'26
$6.67B → $8.62B▲ +29%
Client mix
Pooled Investment Vehicles38
Charitable Organizations37
Investment Companies1

Operations

Employees (total)
70
Advisory staff (per ADV)
17
Advisory staff (5-yr trend)
'25'26
16 advisors → 17 advisors▲ +6%
Primary office
RADNOR PA
Branches
—

Custodian & Brokerage

Primary custodian
State Streetlow confidence
Services offered
Portfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businessesSelection of other advisers
Fee basis
% of AUMFixed feesPerformance-based feesOther Compensation

Filings

Latest ADV filing
03/25/2026
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
TAS II, INC.
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
10
Control Persons
TAS II, INC.
TAS MANAGEMENT CO. LLC
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
fallback_guess:tiff.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001271347
Edgar Registered
Yes
Edgar Filing Count
107
Edgar First Filing Date
2003-11-24
Edgar Last Filing Date
2026-05-12
Edgar 13f Count
103
Edgar 13f Latest AUM Estimate
Filing Date2026-05-12
Accession0001271347-26-000003
Edgar Former Names
TIFF ADVISORY SERVICES INC

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 Street218
E*trade4
Edgar Addresses
Mailing
170 N. RADNOR CHESTER ROADSUITE 300RADNOR, PA 19087
Business
170 N. RADNOR CHESTER ROADSUITE 300RADNOR, PA 19087
Edgar EIN
000000000
Edgar Recent Filings
13F-HR2026-05-12 · 0001271347-26-000003
13F-HR2026-02-09 · 0001104659-26-011667
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
Yes

People (8)

8
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
SNOW, DAVID, CHRISTOPHER
Executive Officer · 2.5%
8008206
CHRISTIAN ANDREAS SZAUTNER
Executive Officer · 2.5%
5655568
JAY LYNN WILLOUGHBY
Executive Officer · 2.5%
1161173