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TIPTREE ADVISORS, LLC
CRD 137758 · SEC 801-65759
809 BROADWAY, 6TH FLOOR, NEW YORK, NY, 10003, United States
Phone
212-887-4400
Fax
212-887-4410
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.31B
Discretionary AUM
$2.31B
Team
13 total employees; 13 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (pooled vehicles)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 2 | $513.2M |
| Insurance companies | 17 | $1.80B |
States served
NY
All web addresses on file
Official SEC filing: View on IAPD