Firms, funds, partners, companies and rounds from sworn filings, firm sites and announcements, kept as a graph with a date and a source on every edge. Facts, inferences and estimates are labelled as such. A fund target is never a close, GAV is never dry powder, and a round size is never an investor’s check.

Firms / Tiff Investment Management

Tiff Investment Management

Private equity with venture activity · probableRadnor, PAtiff.orgSEC registered investment adviser

TIFF delivers comprehensive OCIO and alternative investment strategies to endowments, foundations and charitable organizations.

registered adviser; venture funds are 0% of 39 private funds

Importance
35
elevated
Active deployment
0
low
Emerging
0
low
Completeness
44
elevated
Freshness
100
high
Research priority
10
low
Identity and regulatory footprint
Headquarters
Radnor, PAadviserinfo.sec.gov
Office address
170 N. RADNOR CHESTER RD, SUITE 300, Radnor, PA, 19087adviserinfo.sec.gov
Business phone
610-684-8200adviserinfo.sec.gov
SEC adviser type
registered investment adviseradviserinfo.sec.gov
SEC exemption claimed
unknown
Latest Form ADV
Jul 24, 2023
Private funds reported
39 (0 venture capital funds)adviserinfo.sec.gov
Private fund gross assets
$3.2Badviserinfo.sec.govreported GAV of the funds, the adviser's own number; not fund size, not dry powder
Regulatory AUM
$6.4Bthe adviser's RAUM, a regulatory measure, never a fund size
Employees
68
business email
media@tiff.orgtiff.orgpublished by the subject
business email
audits@tiff.orgtiff.orgpublished by the subject
business email
info@tiff.orgtiff.orgpublished by the subject
business phone
610-684-8200adviserinfo.sec.govpublished by the subject
Stated thesis versus observed behaviour
no observed deals yet
Stated (the firm’s website)
Sectors
not stated or not yet read
Stages
not stated or not yet read
Geography
globally, philadelphia
Check size
not stated; DFX does not estimate checks from round sizes
Self-described
venture capital
Observed (from deals on record)
Stage at participation: no observed deals yet
Stage at first entry: no observed deals yet
Sectors: no observed deals yet
lead rate n/afollow-on rate n/anew logos, 12 months 0
Funds and vehicles
0 reported
No vehicle on record yet. A fund arrives from Form ADV Schedule D 7.B.(1) or a Form D filing.
Investment team
29 current, 23 departed
Jessica Noel Portis
Head Of Member Portfolio Management And Services · since Jan 1, 2021
Partner
Mark Baumgartner
CEO/CIO - University of Florida Investment Corporation (UFICO)
Partner
Robert Durden
CEO and CIO - University of Virginia Investment Management Company (UVIMCO)
Partner
Christian Andreas Szautner
Chief Compliance Officer/Vice President · since Apr 1, 2008
Platform and operations
Lisa Lazarus Black Matson
General Counsel/Vice President/Secretary · since Oct 1, 2020
Platform and operations
Robert Jay Zion
Chief Operating Officer/Vice President · since Feb 1, 2017
Platform and operations
23 departed (kept with end dates)
Investments on record
0 edges, 0 companies, 0 partner-attributed
No investment on record yet. Edges arrive from the firm’s portfolio page, financing announcements, and Form D board seats.
Co-investors
0 relationships from shared deals, counted for the whole firm
No co-investor relationship yet: these are derived only from rounds and portfolio listings the graph has seen both investors on.
Limited partners
0 disclosed
No LP commitment on record. An LP edge needs a public disclosure with a quote: a pension report (see Limited partners for the plans read), a fund announcement naming the LP, or a Form ADV owner. The fund page carries the LP’s reported performance.
Timeline
48 dated events
  1. Mar 30, 2023
    Neal Finley Triplett (Director) no longer on Schedule A of Tiff Investment Management
  2. Jun 1, 2022
    Richard Ward Slocum joined Schedule A of Tiff Investment Management as Director
  3. Jun 1, 2022
    Alyssa Corinne Reider joined Schedule A of Tiff Investment Management as Director
  4. Mar 28, 2022
    Peter Bernard Holland (Director) no longer on Schedule A of Tiff Investment Management
  5. Jan 20, 2022
    Michael Alfred Murray (Head Of Strategic Partnerships) no longer on Schedule A of Tiff Investment Management
  6. Jan 4, 2022
    Pamela Lynn Peedin (Director) no longer on Schedule A of Tiff Investment Management
  7. Sep 30, 2021
    KIM Yvonne Lew (Director) no longer on Schedule A of Tiff Investment Management
  8. Sep 1, 2021
    Bola Nmn Olusanya joined Schedule A of Tiff Investment Management as Director
  9. Mar 26, 2021
    Patrick Alan Torrey (Managing Director/Head Of Outreach) no longer on Schedule A of Tiff Investment Management
  10. Mar 26, 2021
    James Leo Shields (Vice President/Chief Info Officer) no longer on Schedule A of Tiff Investment Management
  11. Jan 29, 2021
    Richard Joseph Flannery (Executive Chairman/Director) no longer on Schedule A of Tiff Investment Management
  12. Jan 1, 2021
    Jessica Noel Portis joined Schedule A of Tiff Investment Management as Head Of Member Portfolio Management And Services
  13. Dec 1, 2020
    Michael Alfred Murray joined Schedule A of Tiff Investment Management as Head Of Strategic Partnerships
  14. Dec 1, 2020
    Deborah Diane Boedicker joined Schedule A of Tiff Investment Management as Director
  15. Oct 2, 2020
    Dennis Richard Sugino (Director) no longer on Schedule A of Tiff Investment Management
  16. Oct 1, 2020
    Lisa Lazarus Black Matson joined Schedule A of Tiff Investment Management as General Counsel/Vice President/Secretary
  17. Sep 1, 2020
    Robert Welles Durden joined Schedule A of Tiff Investment Management as Director
  18. Sep 1, 2020
    Kathryn Agnes Koch joined Schedule A of Tiff Investment Management as Director
  19. Jul 15, 2020
    Kelly Ann Lundstrom (Vice President) no longer on Schedule A of Tiff Investment Management
  20. Apr 1, 2020
    Clarence Kane Brenan joined Schedule A of Tiff Investment Management as President
  21. Mar 27, 2020
    Scott Charles Malpass (Director) no longer on Schedule A of Tiff Investment Management
  22. Mar 27, 2020
    Herbert Frederick Bohnet (General Counsel-Corporate/Secretary/Vice President) no longer on Schedule A of Tiff Investment Management
  23. Mar 28, 2019
    Collette Denevers Chilton (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  24. Aug 1, 2018
    KIM Yvonne Lew joined Schedule A of Tiff Advisory Services, Inc. as Director
  25. May 8, 2018
    Sandra (nmn) Robertson (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  26. Mar 28, 2018
    Seth David Alexander (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  27. Mar 1, 2018
    Pamela Lynn Peedin joined Schedule A of Tiff Advisory Services, Inc. as Director
  28. Dec 1, 2017
    Zane Tayyeb Hamid joined Schedule A of Tiff Advisory Services, Inc. as Vice President
  29. Jul 17, 2017
    Dawn Irene Lezon (Vice President/Treasurer) no longer on Schedule A of Tiff Advisory Services, Inc.
  30. Jul 17, 2017
    Richelle Sandmeyer Maestro (Vice President/General Counsel/Secretary) no longer on Schedule A of Tiff Advisory Services, Inc.
  31. Jul 1, 2017
    Katherine Mary (nmn) Derganc-Billings joined Schedule A of Tiff Advisory Services, Inc. as Vice President/Treasurer
  32. Jun 1, 2017
    Herbert Frederick Bohnet joined Schedule A of Tiff Advisory Services, Inc. as General Counsel-Corporate/Secretary/Vice President
  33. Mar 1, 2017
    Neal Finley Triplett joined Schedule A of Tiff Advisory Services, Inc. as Director
  34. Mar 1, 2017
    Peter Bernard Holland joined Schedule A of Tiff Advisory Services, Inc. as Director
  35. Feb 1, 2017
    Robert Jay Zion joined Schedule A of Tiff Advisory Services, Inc. as Chief Operating Officer
  36. Dec 15, 2016
    Leiv Erik Lundberg (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  37. Dec 15, 2016
    ANA Wiechers Marshall (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  38. Dec 1, 2016
    Gumersindo (nmn) Oliveros joined Schedule A of Tiff Advisory Services, Inc. as Director
  39. May 1, 2016
    Patrick Alan Torrey joined Schedule A of Tiff Advisory Services, Inc. as Managing Director/Head Of Outreach
  40. Mar 30, 2016
    Susan Kuniholm Potter (Managing Director And Head Of Member Development) no longer on Schedule A of Tiff Advisory Services, Inc.
  41. Oct 1, 2015
    JAY Lynn Willoughby joined Schedule A of Tiff Advisory Services, Inc. as Chief Investment Officer
  42. May 4, 2015
    Laurence Hugh Lebowitz (President/Cio/Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  43. Sep 1, 2014
    ANA Wiechers Marshall joined Schedule A of Tiff Advisory Services, Inc. as Director
  44. Sep 1, 2013
    Dennis Richard Sugino joined Schedule A of Tiff Advisory Services, Inc. as Director
  45. Sep 1, 2013
    Susan Kuniholm Potter joined Schedule A of Tiff Advisory Services, Inc. as Managing Director And Head Of Member Development
  46. Jun 27, 2013
    Ashvin Bonafede Chhabra (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  47. Mar 28, 2013
    Richard Ray Lindsey (Director) no longer on Schedule A of Tiff Advisory Services, Inc.
  48. Mar 27, 2012
    Tiff Advisory Services, Inc. first filed Form ADV (IA)
Classification history
  1. Sep 12, 2026
    Private equity with venture activity (probable, 75%, cls-1)
    registered adviser; venture funds are 0% of 39 private funds
Evidence
73 observations from 2 sources
Every observation behind this profile, with its source, date and class
FactValueEffectiveClassSource
SEC adviser typeregistered_investment_adviserJul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
First Form ADV filing2012-03-27Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Adv history loadedadv-hist-1Sep 12, 2026FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Latest Form ADV filing2023-07-24Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Venture share of reported funds0Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Business phone610-684-8200Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Contact page urlhttps://www.tiff.org/contact/
contact page linked from the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionTIFF delivers comprehensive OCIO and alternative investment strategies to endowments, foundations and charitable organizations.
meta description
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
DescriptionTIFF delivers comprehensive OCIO and alternative investment strategies to endowments, foundations and charitable organizations.
meta description
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Employees68Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
HeadquartersRadnor, PAJul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Office address170 N. RADNOR CHESTER RD, SUITE 300, Radnor, PA, 19087Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Self-described typeventure_capital
We specialize in comprehensive Outsourced Chief Investment Officer (OCIO) and alternative investment strategies, including private equity, venture capital, and hedge funds, for endowments, foundations
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Self-described typeventure_capital
We specialize in comprehensive Outsourced Chief Investment Officer (OCIO) and alternative investment strategies, including private equity, venture capital, and hedge funds, for endowments, foundations
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.tiff.org/events/portfolio-summits-florida-lpsummit/
1 entries read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Portfolio pagehttps://www.tiff.org/events/portfolio-summits-florida-lpsummit/
1 entries read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Private funds reported39Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Private fund gross assets (reported)$3.2BJul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Regulatory AUM (adviser, not fund size)$6.4BJul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Stated geographyglobally,philadelphia
geography words on the home page
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Stated geographyglobally,philadelphia
geography words on the home page
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.tiff.org/people/
14 name/title pairs read
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Team pagehttps://www.tiff.org/people/
14 name/title pairs read
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Venture funds reported0Jul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
WebsiteHTTP://WWW.TIFF.ORGJul 24, 2023FactSEC Form ADV filing data 2011 to 2024 (every filing, Schedule D 7.B.(1) private funds, Schedules A/B)
Site titleOCIO Investment Management for Nonprofits
title tag
Sep 16, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)
Site titleOCIO Investment Management for Nonprofits
title tag
Sep 15, 2026FactVenture organization websites (about, team, portfolio, thesis, news pages)