Individual
EntityTAS MANAGEMENT CO. LLCStatusDIRECTOR OF TAS MANAGEMENT CO. LLCReported since09/2023OwnershipOther (general partner, trustee, or elected manager)Control personYes
TIFF Investment Management
Alpha Nasdaq OCIO Indices - ContributorRADNOR, PA
Form ADV and provider website profile · CRD 327436 · regulatory data as of Sep 3, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for TIFF Investment Management. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$8.6BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
76Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$8.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$327MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 09/2023
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 09/2023
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 09/2023
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 01/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 04/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Clarence Kane Brenan | Chief Executive Officer; Director | 09/2023 | Individual | Yes | Less than 5% |
| Lisa Lazarus Black Matson | Chief Legal Officer; Vice President; Secretary | 09/2023 | Individual | Yes | Less than 5% |
| Jessica Noel Portis | Chief Client Officer | 09/2023 | Individual | Yes | Less than 5% |
| Christian Andreas Szautner | Chief Compliance Officer; Vice President | 09/2023 | Individual | Yes | Less than 5% |
| Jay Lynn Willoughby | Chief Investment Officer; Director | 09/2023 | Individual | Yes | Less than 5% |
| Tas Management Co. Llc | Owner Of 100% Of The Common Llc Interests | 09/2023 | Domestic entity | Yes | 75% or more |
| Inc. Tas Ii | Owner Of 100% Of The Preferred Llc Interests | 09/2023 | Domestic entity | Yes | 75% or more |
| Katherine Mary (Nmn) Derganc-Billings | Vice President; Treasurer | 09/2023 | Individual | Yes | Less than 5% |
| David Marc Brenner | Chief Operating Officer; Vice President; Director | 01/2024 | Individual | Yes | Less than 5% |
| Julius Barrameda Mercado | Head Of Operations, Data & Reporting | 04/2026 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVIndividual
EntityTAS MANAGEMENT CO. LLCStatusDIRECTOR OF TAS MANAGEMENT CO. LLCReported since09/2023OwnershipOther (general partner, trustee, or elected manager)Control personYes
Individual
EntityTAS MANAGEMENT CO. LLCStatusDIRECTOR OF TAS MANAGEMENT CO. LLCReported since09/2023OwnershipOther (general partner, trustee, or elected manager)Control personYes
Individual
EntityTAS MANAGEMENT CO. LLCStatusDIRECTOR OF TAS MANAGEMENT CO. LLCReported since01/2026OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVCK
Clarence Kane Brenan
Chief Executive Officer; Director
LL
Lisa Lazarus Black Matson
Chief Legal Officer; Vice President; Secretary
JN
Jessica Noel Portis
Chief Client Officer
CA
Christian Andreas Szautner
Chief Compliance Officer; Vice President
JL
Jay Lynn Willoughby
Chief Investment Officer; Director
KM
Katherine Mary (Nmn) Derganc-Billings
Vice President; Treasurer
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives10
Indirect ownership records4
Regulatory statusSEC registered investment adviser
SEC registration dateNov 1, 2023
CRD number327436