TIPTREE ADVISORS, LLC
CRD #137758 SEC #801-65759 NEW YORK, NY 212-887-4400
SEC Registered Private Funds
Total AUM
$2B
Discretionary
$2B
Employees
13
Clients
--
Accounts
20
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $2B | $0 | 13 | 0 |
| Mar 2024 | $1.6B | $1.6B | $0 | 16 | 0 |
| Apr 2023 | $928.7M | $928.7M | $0 | 5 | 0 |
| Mar 2023 | $928.7M | $928.7M | $0 | 5 | 0 |
| Dec 2022 | $716.1M | $716.1M | $0 | 5 | 0 |
| Mar 2022 | $716.1M | $716.1M | $0 | 5 | 0 |
| Mar 2021 | $128.6M | $128.6M | $0 | 6 | 0 |
| Jul 2020 | $205.9M | $205.9M | $0 | 3 | 0 |
| May 2020 | $205.9M | $205.9M | $0 | 3 | 0 |
| Apr 2019 | $859.8M | $859.8M | $0 | 5 | 0 |
| Apr 2019 | $859.8M | $859.8M | $0 | 5 | 0 |
| Apr 2019 | $859.8M | $859.8M | $0 | 5 | 0 |
| Mar 2019 | $859.8M | $859.8M | $0 | 5 | 0 |
| Feb 2019 | $3B | $3B | $0 | 38 | 0 |
| Jan 2019 | $3B | $3B | $0 | 38 | 0 |
| Jun 2018 | $3B | $3B | $0 | 38 | 0 |
| Mar 2018 | $3B | $3B | $0 | 38 | 0 |
| May 2017 | $3.7B | $3.7B | $0 | 44 | 11 |
| Apr 2017 | $3.7B | $3.7B | $0 | 44 | 11 |
| Apr 2017 | $3.7B | $3.7B | $0 | 44 | 11 |
| Mar 2017 | $3.7B | $3.7B | $0 | 44 | 11 |
| Mar 2017 | $4.8B | $4.8B | $0 | 50 | 11 |
| Feb 2017 | $4.8B | $4.8B | $0 | 50 | 11 |
| Dec 2016 | $4.8B | $4.8B | $0 | 50 | 11 |
| Jun 2016 | $4.8B | $4.8B | $0 | 50 | 11 |
| Apr 2016 | $4.8B | $4.8B | $0 | 50 | 11 |
| Mar 2016 | $4.8B | $4.8B | $0 | 50 | 11 |
| Jul 2015 | $4.9B | $4.9B | $0 | 46 | 11 |
| Jun 2015 | $4.9B | $4.9B | $0 | 46 | 11 |
| May 2015 | $4.9B | $4.9B | $0 | 46 | 11 |
| Mar 2015 | $4.9B | $4.9B | $0 | 46 | 11 |
| Sep 2014 | $3.9B | $3.9B | $0 | 40 | 11 |
| May 2014 | $3.9B | $3.9B | $0 | 40 | 11 |
| Mar 2014 | $3.9B | $3.9B | $0 | 40 | 11 |
| Jun 2013 | $3.8B | $3.8B | $0 | 39 | 11 |
| Mar 2013 | $3.8B | $3.8B | $0 | 39 | 11 |
| Mar 2013 | $3.8B | $3.8B | $0 | 37 | 1 |
| Feb 2013 | $3.3B | $3.3B | $0 | 37 | 1 |
| Jul 2012 | $3.3B | $3.3B | $0 | 11 | 1 |
| Mar 2012 | $3.6B | $3.6B | $0 | 11 | 1 |
| Apr 2011 | $2.7B | $2.7B | $0 | -- | -- |
| Apr 2011 | $2.7B | $2.7B | $0 | -- | -- |
| Mar 2011 | $2.7B | $2.7B | $0 | -- | -- |
| Mar 2010 | $2.5B | $2.5B | $0 | -- | -- |
| Oct 2009 | $2.1B | $2.1B | $0 | -- | -- |
| Mar 2007 | $227.2M | $227.2M | $0 | -- | -- |
| Dec 2005 | $134.1M | $134.1M | $0 | -- | -- |
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$928.7M
Discretionary$928.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$928.7M
Discretionary$928.7M
Non-Disc.$0
Employees5
Clients0
DateDec 2022
Total AUM$716.1M
Discretionary$716.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2022
Total AUM$716.1M
Discretionary$716.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$128.6M
Discretionary$128.6M
Non-Disc.$0
Employees6
Clients0
DateJul 2020
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees3
Clients0
DateMay 2020
Total AUM$205.9M
Discretionary$205.9M
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$859.8M
Discretionary$859.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$859.8M
Discretionary$859.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2019
Total AUM$859.8M
Discretionary$859.8M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$859.8M
Discretionary$859.8M
Non-Disc.$0
Employees5
Clients0
DateFeb 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees38
Clients0
DateJan 2019
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees38
Clients0
DateJun 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees38
Clients0
DateMar 2018
Total AUM$3B
Discretionary$3B
Non-Disc.$0
Employees38
Clients0
DateMay 2017
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees44
Clients11
DateApr 2017
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees44
Clients11
DateApr 2017
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees44
Clients11
DateMar 2017
Total AUM$3.7B
Discretionary$3.7B
Non-Disc.$0
Employees44
Clients11
DateMar 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees50
Clients11
DateFeb 2017
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees50
Clients11
DateDec 2016
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees50
Clients11
DateJun 2016
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees50
Clients11
DateApr 2016
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees50
Clients11
DateMar 2016
Total AUM$4.8B
Discretionary$4.8B
Non-Disc.$0
Employees50
Clients11
DateJul 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees46
Clients11
DateJun 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees46
Clients11
DateMay 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees46
Clients11
DateMar 2015
Total AUM$4.9B
Discretionary$4.9B
Non-Disc.$0
Employees46
Clients11
DateSep 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees40
Clients11
DateMay 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees40
Clients11
DateMar 2014
Total AUM$3.9B
Discretionary$3.9B
Non-Disc.$0
Employees40
Clients11
DateJun 2013
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees39
Clients11
DateMar 2013
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees39
Clients11
DateMar 2013
Total AUM$3.8B
Discretionary$3.8B
Non-Disc.$0
Employees37
Clients1
DateFeb 2013
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees37
Clients1
DateJul 2012
Total AUM$3.3B
Discretionary$3.3B
Non-Disc.$0
Employees11
Clients1
DateMar 2012
Total AUM$3.6B
Discretionary$3.6B
Non-Disc.$0
Employees11
Clients1
DateApr 2011
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateApr 2011
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$2.7B
Discretionary$2.7B
Non-Disc.$0
Employees--
Clients--
DateMar 2010
Total AUM$2.5B
Discretionary$2.5B
Non-Disc.$0
Employees--
Clients--
DateOct 2009
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees--
Clients--
DateMar 2007
Total AUM$227.2M
Discretionary$227.2M
Non-Disc.$0
Employees--
Clients--
DateDec 2005
Total AUM$134.1M
Discretionary$134.1M
Non-Disc.$0
Employees--
Clients--