The TIPTREE ADVISORS is a publicly held investment adviser that advises $2.31Bn in regulatory assets under management held in 1 SEC fund types across 2 investment strategies. TIPTREE ADVISORS is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 1,696.9% over the last 5-years.
The Group has been registered with the SEC for 20.52 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 809 BROADWAY 6TH FLOOR, NEW YORK, NEW YORK. The Group has not been subject to regulatory enforcement actions. They are regulated by 3 US and Non-US bodies.
They have 13 employees comprised of 13 investment and 0 non-investment staff. The total number of Employees increased by 116.67% over the last 5-years.
Their $2.31Bn in assets advised are owned by 4 private funds, 0 public funds and BDCs and 17 other accounts. Assets of Insurance Companies clients own $1.8Bn or 77.79% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $513.22mn or 22.21% of Total Assets.
The Group's top investment strategies include FI/Credit - Diverse and FI/Credit - Distress, representing 96.88% and 3.12% of total assets, respectively.
They advise 2 types of clients, top clients are Insurance Companies and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 1 Fund Administrators, 1 Fund Auditors, 2 Prime Brokers, 3 Custodians and 1 Marketers. It does not report a third-party Fund Administrator in 1 private funds with $16.04mn in assets.
The Group discloses management fees and performance-based fees.
TIPTREE ADVISORS names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.