Tiff Endowment Asset Management, LLC (Radnor)

Name: Tiff Endowment Asset Management, LLC
Address: 170 N. Radnor Chester Rd, Radnor, PA, 19087
Telephone: 610-684-8000

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.

Tiff Endowment Asset Management: assets under management

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 firm manages $1.37 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.37 billion each.

Tiff Endowment Asset Management has custody of $1.37 billion in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

What kind of clients Laurence Hugh Lebowitz serves?

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.

Careers at Tiff Endowment Asset Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Inc. Tiff Advisory Services	Sole member	1 Jan 2007	75% - 100%	34939
Richard Joseph Flannery	Ceo/operating committee member	1 Mar 2012	Other	1865931
Dawn Irene Lezon	Vice president/treasurer/operating committee member	1 Mar 2012	Other	2259500
Laurence Hugh Lebowitz	President/cio/operating committee member	1 Mar 2012	Other	2262336
Christian Andreas Szautner	Chief compliance officer/vice president	1 Mar 2012	Other	5655568
Kelly Ann Lundstrom	Vice president/operating committee member	1 Mar 2012	Other	1706353
Richelle Sandmeyer Maestro	Vice president/general counsel/secretary/operating committee member	1 Mar 2012	Other	2286744
Jay Lynn Willoughby	Chief investment officer	1 Oct 2015	Other	1161173
Patrick Alan Torrey	Managing director/head of outreach	1 May 2016	Other	4579992
Robert Jay Zion	Chief operating officer/vice president/operating committee member	1 Feb 2017	Other	2252734
Herbert Frederick Bohnet	General counsel-corporate	1 Jun 2017	Other	6831470
Katherine Mary (Nmn) Derganc Billings	Vice president/treasurer	1 Jul 2017	Other	6833280

Indirect Owners

The SEC currently registers 16 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Richard Joseph Flannery	Director	1 Jan 2004	Other	1865931
Seth David Alexander	Director	1 Jun 2007	Other	5510819
Erik Lundberg	Director	1 Jun 2009	Other	5773924
Collette Denevers Chilton	Director	1 Sep 2009	Other	1555380
Richard Ray Lindsey	Director	1 Dec 2009	Other	3220948
Laurence Hugh Lebowitz	Director	1 Sep 2010	Other	2262336
Sandra Robertson	Director	1 Dec 2011	Other	6008325
Scott Charles Malpass	Director	1 Dec 2011	Other	2532347
Ashvin Bonafede Chhabra	Director	1 Dec 2011	Other	4892979
Dennis Richard Sugino	Director	1 Sep 2013	Other	4824377
Ana Wiechers Marshall	Director	1 Sep 2014	Other	2203437
Gumersindo (Nmn) Oliveros	Director	1 Dec 2016	Other	6024727
Neal Finley Triplett	Director	1 Mar 2017	Other	6767035
Peter Bernard Holland	Director	1 Mar 2017	Other	2369460
Pamela Lynn Peedin	Director	1 Mar 2018	Other	6920098
Kim Yvonne Lew	Director	1 Aug 2018	Other	6998682

Based in Radnor

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/.