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Building 2TIPTREE ADVISORS, LLC

Map pinNEW YORK, NY
Phone212-887-4400
NotebookSEC #801-65759
Total AUM
$2.3B
Employees
13
Clients
19

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
809 BROADWAY
6TH FLOOR
NEW YORK
NY 10003
United States
Operating Hours
8 AM TO 6 PM
Monday - Friday
Phone
212-887-4400

ReceiptFinancials

Total AUM
$2.3B
Accounts
20
Discretionary
$2.3B
Accounts
20
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$513.2M
Insurance Company Clients
17
AUM
$1.8B

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
NY

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 4 other businesses.

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