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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM under $100M

TIFIN GROW LLC

CRD 309399

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90c13f5e-199d-bd8f-0d66-ba24e802a6d6

Data as of Aug 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 11
On other graphs: 0
Observed: Sep 14, 2020 to Aug 1, 2023
17 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $3.9MItem 5.F on the latest filing (2023-08-01); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $3.9M
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Private client share: 0%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 24
Advisory employees: 2
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 13
SEC number: 801-119633
CRD: 309399
Filings on the tape: 17
First filed: Sep 14, 2020
Latest filed: Aug 1, 2023
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
Boury, Andrew, Joseph	Coo	Na	yes	06/2023	Jun 12, 2023	Aug 1, 2023
NAIR ADVISORY SERVICES INC	Member	C	yes	06/2018	Mar 31, 2023	Aug 1, 2023
NAIR, VINAY, BALAGOPAL	Member	E	yes	06/2018	Sep 14, 2020	Aug 1, 2023
NAIR, VINAY, BALAGOPAL	CHIEF EXECUTIVE OFFICER	Na	yes	09/2019	Sep 14, 2020	Aug 1, 2023
Santiago, Ruben, Aquino	Cco	Na	yes	09/2022	Mar 31, 2023	Aug 1, 2023
THE TIFIN GROUP LLC	Member	E	yes	02/2022	Sep 14, 2020	Aug 1, 2023
TIFIN WEALTHTECH LLC	Member	D	yes	11/2021	Mar 31, 2023	Aug 1, 2023

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PARALEL ADVISORS LLC	n/a	Asset manager	$2.7B	N	yes	n/a
LOUISE GIVING TECHNOLOGIES, LLC	n/a	Other adviser	$30.9M	N	yes	n/a
MAGNIFI LLC	n/a	Independent wealth	$2.1M	N	yes	n/a
TIFIN DISTRIBUTION PARTNERS	n/a	n/a	n/a	N	yes	n/a
TIFIN PRIVATE MARKETS LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
NEW YORK	NY	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2022	Mar 31, 2023	$3.9M	$3.9M	24	2	1	n/a	n/a
2021	Mar 31, 2022	n/a	n/a	8	2	1	n/a	n/a
2020	Mar 15, 2021	n/a	n/a	10	0	0	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2022	$3.9M	n/a	n/a	n/a	n/a	24	8	1	1

Relationships

Affiliated with (3)

→ MAGNIFIRegistered adviserother investment adviser, common control
factForm ADV
→ TIFIN GIVERegistered adviserother investment adviser, common control
factForm ADV
→ PARALEL ADVISORS LLCRegistered adviserother investment adviser, common control
factForm ADV

Controls (6)

← Santiago, Ruben, AquinoOwnerCCO, ownership code NA, individual
Mar 31, 2023 to presentfactForm ADV
← NAIR, VINAY, BALAGOPALOwnerMEMBER, ownership code E, individual
Sep 14, 2020 to presentfactForm ADV
← Boury, Andrew, JosephOwnerCOO, ownership code NA, individual
Jun 12, 2023 to presentfactForm ADV
← NAIR ADVISORY SERVICES INCOwnerMEMBER, ownership code C, domestic entity
Mar 31, 2023 to presentfactForm ADV
← THE TIFIN GROUP LLCOwnerMEMBER, ownership code E, domestic entity
Sep 14, 2020 to presentfactForm ADV
← TIFIN WEALTHTECH LLCOwnerMEMBER, ownership code D, domestic entity
Mar 31, 2023 to presentfactForm ADV

Registered with (2)

← ALEXANDRA EMMA LYONAdvisorregistration: previous registration
Oct 26, 2023 to Mar 27, 2024factForm ADV
← Daria N DuncanAdvisorregistration: previous registration
Feb 24, 2023 to Nov 8, 2023factForm ADV

Dated events

Occurred
Nov 8, 2023
Advisor changed firm
Daria N Duncan left Tifin Grow Llc for Forusall (registered 2024-03-01)
Form ADVobserved 5 days ago
Occurred
Jun 12, 2023
Control person left
Iain Gillespie (Chief Product Officer) no longer on Schedule A of Tifin Grow Llc (listed 2023-04-17, absent 2023-06-12)
Form ADVobserved 5 days ago
Occurred
Jun 12, 2023
Control person joined
Joseph Andrew Boury (Coo) appeared on Schedule A of Tifin Grow Llc
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
Earl Steven Schraibman (Chief Compliance Officer) no longer on Schedule A of Tifin Grow Llc (listed 2022-08-04, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person left
C William Parsons (General Manager) no longer on Schedule A of Tifin Grow Llc (listed 2022-08-04, absent 2023-03-31)
Form ADVobserved 5 days ago
Occurred
Mar 31, 2023
Control person joined
Aquino Ruben Santiago (Cco) appeared on Schedule A of Tifin Grow Llc
Form ADVobserved 5 days ago
Occurred
Jul 21, 2022
Control person joined
C William Parsons (General Manager) appeared on Schedule A of Tifin Grow Llc
Form ADVobserved 5 days ago
Occurred
Dec 1, 2021
Control person left
Ann Lisa Mougin (Chief Operating Officer And President) no longer on Schedule A of Tifin Grow Llc (listed 2021-03-15, absent 2021-12-01)
Form ADVobserved 5 days ago
Occurred
Mar 15, 2021
Control person left
Douglas Colby Stilson (Chief Compliance Officer) no longer on Schedule A of Tifin Grow Llc (listed 2020-11-06, absent 2021-03-15)
Form ADVobserved 5 days ago
Occurred
Mar 15, 2021
Control person joined
Earl Steven Schraibman (Chief Compliance Officer) appeared on Schedule A of Tifin Grow Llc
Form ADVobserved 5 days ago
Occurred
Sep 14, 2020
First Form ADV filing
Positivly Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90c13f5e-199d-bd8f-0d66-ba24e802a6d6
First observed: Sep 14, 2020
Last observed: Aug 1, 2023 38 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

TIFIN GROW LLC

CRD 309399

BOULDER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:90c13f5e-199d-bd8f-0d66-ba24e802a6d6

Data as of Aug 1, 2023 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:58 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Boury, Andrew, Joseph

Coo

yes

06/2023

Jun 12, 2023

Aug 1, 2023

NAIR ADVISORY SERVICES INC

Member

yes

06/2018

Mar 31, 2023

Aug 1, 2023

NAIR, VINAY, BALAGOPAL

Member

yes

06/2018

Sep 14, 2020

Aug 1, 2023

NAIR, VINAY, BALAGOPAL

CHIEF EXECUTIVE OFFICER

yes

09/2019

Sep 14, 2020

Aug 1, 2023

Santiago, Ruben, Aquino

Cco

yes

09/2022

Mar 31, 2023

Aug 1, 2023

THE TIFIN GROUP LLC

Member

yes

02/2022

Sep 14, 2020

Aug 1, 2023

TIFIN WEALTHTECH LLC

Member

yes

11/2021

Mar 31, 2023

Aug 1, 2023

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PARALEL ADVISORS LLC

n/a

Asset manager

$2.7B

yes

n/a

LOUISE GIVING TECHNOLOGIES, LLC

n/a

Other adviser

$30.9M

yes

n/a

MAGNIFI LLC

n/a

Independent wealth

$2.1M

yes

n/a

TIFIN DISTRIBUTION PARTNERS

n/a

yes

n/a

TIFIN PRIVATE MARKETS LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

NEW YORK

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2022

Mar 31, 2023

$3.9M

n/a

2021

Mar 31, 2022

n/a

2020

Mar 15, 2021

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2022

$3.9M

n/a