Tiff Endowment Asset Management, LLC is a large advisory firm based in Radnor. It manages $1.37 billion of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Tiff Endowment Asset Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Tiff Endowment Asset Management, LLC is $1.37 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 292% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Tiff Endowment Asset Management, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Laurence Hugh Lebowitz is pooled investment vehicles with 1 clients and $1.37 billion of assets under management. Among the 12 most similar advisory firms, Tiff Endowment Asset Management has the 3rd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.37 billion for 1 clients. None of the firm’s clients are foreign persons or businesses.
Tiff Endowment Asset Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $10,000,000 for each fund.
Laurence Hugh Lebowitz has been acting as President since 1 Mar 2012. Jay Lynn Willoughby has served as the Chief Investment Officer since 1 Oct 2015. Kim Yvonne Lew joined the executive team most recently as the Director.
The principal office where Tiff Endowment Asset Management, LLC performs its advisory services is located at 170 N. Radnor Chester Rd, Radnor, PA 19087, which is also the mailing address of the firm. An additional office of the firm is in Boston, MA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-684-8000 or by fax 610-684-8080. The normal business hours are 9am to 5pm est on Monday - Friday. You can find more information about the New York firm at tiff.org/.