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Tiptree Advisors, LLC

● SEC registered since 2006CRD 137758SEC# 801-65759New York, NY
Export (members)
Ranks #2,032 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.31B
Fund GAV
$738.5M
Private funds
4
Employees
13
Accounts
20
Location
New York, NY

Tiptree Advisors, LLC assets under management

Tiptree Advisors, LLC operates as an SEC-registered investment adviser based in New York, NY. The firm has been registered since 2006. It reports $2.3 billion in regulatory assets under management and employs 13 people. Tiptree Advisors, LLC manages 4 private funds with combined gross assets of $738.5 million, including Coherence Long/Short Credit Master Fund, Ltd. By regulatory assets, it ranks 2,032 of 6,004 private fund managers.

Tiptree Advisors, LLC private funds

4 funds · $738.5M GAV
FundTypeGross assetsMin.
Coherence Long/Short Credit Master Fund, Ltd.Hedge$497.2M$1M
Coherence Long/Short Credit Fund, L.P.Hedge$127.4M$1M
Coherence Long/Short Credit Fund, Ltd.Hedge$97.9M$1M
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Tiptree Advisors, LLC owners & executives

9 reported
NameTitleOwnershipSince
Gregory Steven Fabiano ControlChief Financial OfficerUnder 5%2020
Mark Stephen Black ControlChief Investment OfficerUnder 5%2020
Michael Gene Barnes ControlPrincipalUnder 5%2005
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Frequently asked questions

How much does Tiptree Advisors, LLC manage?

Tiptree Advisors, LLC reports $2.3 billion in regulatory assets under management on its Form ADV.

How many private funds does Tiptree Advisors, LLC manage?

Tiptree Advisors, LLC manages 4 private funds with combined gross assets of $738.5 million.

How many employees does Tiptree Advisors, LLC have?

Tiptree Advisors, LLC reports 13 employees.

Where is Tiptree Advisors, LLC located?

Tiptree Advisors, LLC is based in New York, NY and has been SEC-registered since 2006.

Does Tiptree Advisors, LLC disclose fund performance?

Tiptree Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address809 Broadway, 6th Floor, New York, NY 10003
Phone212-887-4400
Fax212-887-4410
Office hours8 a.m. To 6 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$2.31B▲ 15%
Mar '25 — $2.02BApr '25 — $2.02BMay '25 — $2.02BJun '25 — $2.02BJul '25 — $2.02BAug '25 — $2.02BSep '25 — $2.02BOct '25 — $2.02BNov '25 — $2.02BDec '25 — $2.02BJan '26 — $2.02BFeb '26 — $2.02BMar '26 — $2.31BApr '26 — $2.31BMay '26 — $2.31BJun '26 — $2.31B
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
AUM vs fund managersTop 34%
Larger than 66% of 6,004 private-fund managers
Number of fundsTop 46%
More funds than 54% of fund managers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$2.31Bregulatory AUM
Discretionary $2.31B

Service providers