DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
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SEC-registered adviser
T••• I••••••••• M•••••••••
Legal name T••• E•••••••• A•••• M••••••••• L••
Latest filing Mar 20, 2026
First filing on the tape Feb 10, 2012 · 45 filings
SEC status approved since Mar 9, 2012
RAUM
$2.5B
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
0
0 advisory (5.B.1)
Offices
1
beyond the principal office
Private funds
1
reported on Schedule D
History
45 filings and snapshots on the tape
RAUM$2.5B as of Mar 20, 2026
Mar 28, 2013$709M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 20, 2026
Mar 28, 20130 then
Employees (5.A)0 as of Mar 20, 2026
Mar 28, 20130 then
Private funds1 as of Mar 20, 2026
Mar 28, 20131 then
RAUM +28% over the last fiscal year+14% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 20, 2026; every figure names its basis
- RAUM per advisor
- unknownderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- unknownderivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- unknownderivedHNW RAUM over HNW clients
- Average account
- $2.5BderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- unknownderivedItem 5.A over advisors
- Advisors per office
- unknownderived2 offices incl. principal (1.F.5)
- RAUM growth, one year
- +28%derivedbetween the last two annual amendments
- Advisor growth, one year
- unknownderivedItem 5.B.3 between annual amendments
- Client growth, one year
- unknownderived
- Compensation
- percentage of assetsreportedItem 5.E
- Advisory activities
- portfolio management for pooled vehicles, selection of other advisersreportedItem 5.G
- Custody
- $2.5B, 1 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes hypothetical performance (5.L.3)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- Pooled investment vehicles$2.5B100%
- Individual clients
- n/areported
- HNW clients
- n/areported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1reported
- Financial planning clients
- reported
- Wrap fee programs
- noreported
- Custody of client assets
- $2.5B for 1 clientsreported
- Compensation
- % of AUMreported
- Class basis
- private_client_share=0.0 fund_share=1.0 institutional_share=0.0 related_bd=false related_bank=true bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
Joined, latest
none on the tape
Private funds
1 reported on Schedule D 7.B.(1)
| Fund | Type | Gross assets | Owners | First reported |
|---|---|---|---|---|
| T•• T••• K••••••• F•••• L• | Hedge Fund | $1.8B | 56 | Feb 10, 2012 |
Owners and control persons
Schedule A and B, latest filing
- B•••••• C•••••••• K••• · Chief Executive Officercontrolsince 04/2020 · owns less than 5%
- B••••••• D••••• M••• · Chief Operating Officer/ Vice Presidentcontrolsince 01/2024 · owns less than 5%
- D••••••••• K•••••••• M•••• •••• · Vice President/Treasurercontrolsince 07/2017 · owns less than 5%
- M•••••• L•••• L•••••• B•••• · General Counsel/Vice President/Secretarycontrolsince 10/2020 · owns less than 5%
- N••••••••• A••••• I••••••••• · Vice Presidentcontrolsince 12/2023 · owns less than 5%
- P•••••• J••••••• N••• · Head Of Member Portfolio Management And Servicescontrolsince 01/2021 · owns less than 5%
- S•••••••• C••••••••• A•••••• · Chief Compliance Officer/Vice Presidentcontrolsince 03/2012 · owns less than 5%
- W••••••••• J••• L••• · Chief Investment Officercontrolsince 10/2015 · owns less than 5%
Entity owners
- T••• A••••••• S•••••••• L•• · Sole Memberdirect · owns 75% or more
- T•• I•• I••• · Owner Of 100% Of The Preferred LLC Interestsindirect · owns 75% or more of T••• A••••••• S•••••••• L••
- T•• M••••••••• C•• L•• · Owner Of 100% Of The Common LLC Interestsindirect · owns 75% or more of T••• A••••••• S•••••••• L••
Related persons
Schedule D 7.A
- T••• I••••••••• M•••••••••investment adviserbankpooled vehicle sponsoryRAUM $8.6B
Advisers that list T••• I••••••••• M••••••••• as a related person
Offices
Schedule D 1.F, the 25 largest
- Boston, MA12 employees
What changed
consecutive filings, newest first
- Assets in custody · $1.9B to $2.5BMar 14, 2025 to Mar 20, 2026
- Discretionary RAUM · $1.9B to $2.5BMar 14, 2025 to Mar 20, 2026
- Pooled vehicle RAUM · $1.9B to $2.5BMar 14, 2025 to Mar 20, 2026
- RAUM · $1.9B to $2.5BMar 14, 2025 to Mar 20, 2026
- Assets in custody · $1.8B to $1.9BMar 28, 2024 to Mar 14, 2025
- Financial planning clients · unset to Mar 28, 2024 to Mar 14, 2025
- Discretionary RAUM · $1.8B to $1.9BMar 28, 2024 to Mar 14, 2025
- Pooled vehicle RAUM · $1.8B to $1.9BMar 28, 2024 to Mar 14, 2025
- RAUM · $1.8B to $1.9BMar 28, 2024 to Mar 14, 2025
- Assets in custody · $1.7B to $1.8BJan 8, 2024 to Mar 28, 2024
- Discretionary RAUM · $1.7B to $1.8BJan 8, 2024 to Mar 28, 2024
- Pooled vehicle RAUM · $1.7B to $1.8BJan 8, 2024 to Mar 28, 2024
- RAUM · $1.7B to $1.8BJan 8, 2024 to Mar 28, 2024
- Assets in custody · $1.8B to $1.7BJun 27, 2022 to Mar 30, 2023
- Discretionary RAUM · $1.8B to $1.7BJun 27, 2022 to Mar 30, 2023
- Pooled vehicle RAUM · $1.8B to $1.7BJun 27, 2022 to Mar 30, 2023
- RAUM · $1.8B to $1.7BJun 27, 2022 to Mar 30, 2023
- Assets in custody · $1.5B to $1.8BJan 20, 2022 to Mar 28, 2022
- Discretionary RAUM · $1.5B to $1.8BJan 20, 2022 to Mar 28, 2022
- Pooled vehicle RAUM · $1.5B to $1.8BJan 20, 2022 to Mar 28, 2022
- RAUM · $1.5B to $1.8BJan 20, 2022 to Mar 28, 2022
- Assets in custody · $1.5B to $1.5BJan 29, 2021 to Mar 26, 2021
- Discretionary RAUM · $1.5B to $1.5BJan 29, 2021 to Mar 26, 2021
- Pooled vehicle RAUM · $1.5B to $1.5BJan 29, 2021 to Mar 26, 2021
- RAUM · $1.5B to $1.5BJan 29, 2021 to Mar 26, 2021
- Business name · T••• E•••••••• A•••• M••••••••• L•• to T••• I••••••••• M•••••••••Mar 28, 2019 to Mar 27, 2020
- Assets in custody · $1.4B to $1.5BMar 28, 2019 to Mar 27, 2020
- Discretionary RAUM · $1.4B to $1.5BMar 28, 2019 to Mar 27, 2020
- Pooled vehicle RAUM · $1.4B to $1.5BMar 28, 2019 to Mar 27, 2020
- RAUM · $1.4B to $1.5BMar 28, 2019 to Mar 27, 2020
- Assets in custody · $1.5B to $1.4BAug 1, 2018 to Mar 28, 2019
- Discretionary RAUM · $1.5B to $1.4BAug 1, 2018 to Mar 28, 2019
- Pooled vehicle RAUM · $1.5B to $1.4BAug 1, 2018 to Mar 28, 2019
- RAUM · $1.5B to $1.4BAug 1, 2018 to Mar 28, 2019
- Pooled vehicle clients · unset to 1.0Jul 17, 2017 to Mar 28, 2018
- Assets in custody · $1.4B to $1.5BJul 17, 2017 to Mar 28, 2018
- Other offices · unset to 1.0Jul 17, 2017 to Mar 28, 2018
- Discretionary RAUM · $1.4B to $1.5BJul 17, 2017 to Mar 28, 2018
- Pooled vehicle RAUM · unset to 1502776322.0Jul 17, 2017 to Mar 28, 2018
- RAUM · $1.4B to $1.5BJul 17, 2017 to Mar 28, 2018
Signals
35 dated events
- T••• I••••••••• M••••••••• reported RAUM $2.5B, up 28% from $1.9B (2025-03-14 to 2026-03-20)Mar 20, 2026 · RAUM change · derived
- Tayyeb Zane Hamid (Vice President) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-11-06, absent 2024-01-08)Jan 8, 2024 · Control person left · inference
- Jay Robert Zion (Chief Operating Officer/Vice President) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-11-06, absent 2024-01-08)Jan 8, 2024 · Control person left · inference
- Marc David Brenner (Chief Operating Officer/ Vice President) appeared on Schedule A of T••• I••••••••• M•••••••••Jan 8, 2024 · Control person joined · fact
- Indradhanusha Anuja Navaratna (Vice President) appeared on Schedule A of T••• I••••••••• M•••••••••Jan 8, 2024 · Control person joined · fact
- Nmn Bola Olusanya (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Diane Deborah Boedicker (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- (Nmn) Gumersindo Oliveros (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Agnes Kathryn Koch (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Welles Robert Durden (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Corinne Alyssa Reider (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Ward Richard Slocum (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2023-07-10, absent 2023-10-02)Oct 2, 2023 · Control person left · inference
- Finley Neal Triplett (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2022-06-27, absent 2023-03-30)Mar 30, 2023 · Control person left · inference
- Corinne Alyssa Reider (Director) appeared on Schedule A of T••• I••••••••• M•••••••••Jun 27, 2022 · Control person joined · fact
- Ward Richard Slocum (Director) appeared on Schedule A of T••• I••••••••• M•••••••••Jun 27, 2022 · Control person joined · fact
- Bernard Peter Holland (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2022-01-20, absent 2022-03-28)Mar 28, 2022 · Control person left · inference
- A••••• M•••••• M••••• (Head Of Strategic Partnerships) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2022-01-04, absent 2022-01-20)Jan 20, 2022 · Control person left · inference
- Lynn Pamela Peedin (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2021-09-30, absent 2022-01-04)Jan 4, 2022 · Control person left · inference
- Yvonne Kim Lew (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2021-03-26, absent 2021-09-30)Sep 30, 2021 · Control person left · inference
- Nmn Bola Olusanya (Director) appeared on Schedule A of T••• I••••••••• M•••••••••Sep 30, 2021 · Control person joined · fact
- Alan Patrick Torrey (Managing Director/Head Of Outreach) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2021-01-29, absent 2021-03-26)Mar 26, 2021 · Control person left · inference
- Joseph Richard Flannery (Executive Chairman) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2020-12-14, absent 2021-01-29)Jan 29, 2021 · Control person left · inference
- A••••• M•••••• M••••• (Head Of Strategic Partnerships) appeared on Schedule A of T••• I••••••••• M•••••••••Jan 29, 2021 · Control person joined · fact
- Noel Jessica Portis (Head Of Member Portfolio Management And Services) appeared on Schedule A of T••• I••••••••• M•••••••••Jan 29, 2021 · Control person joined · fact
- Diane Deborah Boedicker (Director) appeared on Schedule A of T••• I••••••••• M•••••••••Dec 14, 2020 · Control person joined · fact
- Agnes Kathryn Koch (Director) appeared on Schedule A of T••• I••••••••• M•••••••••Oct 2, 2020 · Control person joined · fact
- Welles Robert Durden (Director) appeared on Schedule A of T••• I••••••••• M•••••••••Oct 2, 2020 · Control person joined · fact
- Lazarus Black Lisa Matson (General Counsel/Vice President/Secretary) appeared on Schedule A of T••• I••••••••• M•••••••••Oct 2, 2020 · Control person joined · fact
- Richard Dennis Sugino (Director) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2020-07-15, absent 2020-10-02)Oct 2, 2020 · Control person left · inference
- Ann Kelly Lundstrom (Vice President/Operating Committee Member) no longer on Schedule A of T••• I••••••••• M••••••••• (listed 2020-04-23, absent 2020-07-15)Jul 15, 2020 · Control person left · inference
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/tiff-investment-managementreportedpublic record, Form ADV, Sep 18, 2026
- Website
- T•••.ORGreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 610-684-8000reportedpublic record, Form ADV, Mar 20, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Asset manager (funds and pooled vehicles)deriveda rule over Items 5.D and 7.A
- RAUM per advisor
- n/aderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026