TIFF ADVISORY SERVICES INC

HTTP://WWW.TIFF.ORG RADNOR, PA Investment Advisor Hedge Fund How do I update this listing?

Tiff Advisory Services is based out of Radnor. Tiff Advisory Services is a large advisory firm with 45 clients and discretionary assets under management (AUM) of $5,689,429,790 (Form ADV from 2019-09-12). Their last reported 13F filing for Q3 2019 included $131,075,000 in managed 13F securities and a top 10 holdings concentration of 100.0%. Tiff Advisory Services's largest holding is SPDR S&P Financial ETF with shares held of 2,149,651. Tiff Advisory Services has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 77 13F filings

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67

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09/30/2019

Top Buys

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

09/30/2019

13F Activity

  • Market Value $131.075 Million
  • Prior Market Value $181.374 Million
  • New Purchases0 stocks
  • Additional Purchases0 stocks
  • Sold out of2 stocks
  • Reduced holdings in3 stocks
  • Top 10 Holdings % 100.00 %
  • Turnover % [1]:22.22%
  • Turnover Alt % [2]: 41.17 %
  • Time Held Top20:4.78 quarters
  • Time Held Top10:4.56 quarters
  • Time Held All:5.00 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 7.44%
Performance Last 4 Quarters: 7.96%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)
  • 2016-09-30 - 13F-HR (Subscription required)
  • 2016-06-30 - 13F-HR (Subscription required)
  • 2016-03-31 - 13F-HR (Subscription required)
  • 2015-12-31 - 13F-HR (Subscription required)
  • 2015-09-30 - 13F-HR (Subscription required)
  • 2015-06-30 - 13F-HR (Subscription required)
  • 2015-03-31 - 13F-HR (Subscription required)
  • 2014-12-31 - 13F-HR (Subscription required)
  • 2014-09-30 - 13F-HR (Subscription required)
  • 2014-06-30 - 13F-HR (Subscription required)
  • 2014-03-31 - 13F-HR (Subscription required)
  • 2013-12-31 - 13F-HR (Subscription required)
  • 2013-09-30 - 13F-HR (Subscription required)
  • 2013-06-30 - 13F-HR (Subscription required)
  • 2013-03-31 - 13F-HR (Subscription required)
  • 2012-12-31 - 13F-HR (Subscription required)
  • 2012-09-30 - 13F-HR (Subscription required)
  • 2012-06-30 - 13F-HR (Subscription required)
  • 2012-03-31 - 13F-HR (Subscription required)
  • 2011-12-31 - 13F-HR (Subscription required)
  • 2011-09-30 - 13F-HR (Subscription required)
  • 2011-06-30 - 13F-HR (Subscription required)
  • 2011-03-31 - 13F-HR (Subscription required)
  • 2010-12-31 - 13F-HR (Subscription required)
  • 2010-09-30 - 13F-HR (Subscription required)
  • 2010-06-30 - 13F-HR (Subscription required)
  • 2010-03-31 - 13F-HR (Subscription required)
  • 2009-12-31 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR (Subscription required)
  • 2009-09-30 - 13F-HR/A (Subscription required)
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  • 2009-03-31 - 13F-HR (Subscription required)
  • 2008-12-31 - 13F-HR (Subscription required)
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This lets you look at individual sub managers or subsidiaries within the 13F filing.

13F Managers

Subsidiaries/Managers included in latest 13F
Name
AQR CAPITAL MANAGEMENT LLC
Deep Basin Capital LP
Fundsmith LLP
Hosking Partners LLP
Kopernik Global Investors, LLC
LANSDOWNE PARTNERS (UK) LLP
Strategy Capital LLC
TB Alternative Assets Ltd.

View Last Form Adv Compilation Report on Record

TIFF INVESTMENT MANAGEMENT
Classified as Hedge Fund
170 N. RADNOR CHESTER RD SUITE 300
RADNOR PA    19087
Country: United States

Business Phone: 610-684-8200
Fax: 610-684-8080
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm,Investment advisor to an investment company
Form of Organization: Corporation
Organized in: DE
Number of employees: 73
Other Business Activities: commodity pool operator or commodity trading advisor
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees,Performance-based fees,CARRIED INTEREST-CERTAIN PE VEHICLES
Amount of client funds and securities: 1,676,020,000
Total Number of Clients: 45
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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TIFF ADVISORY SERVICES, INC.

ownership team - last updated 2019-09-12
Name Title Start Date Direct/Indirect % Ownership
FLANNERY, RICHARD, JOSEPH CEO/DIRECTOR 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CEO/DIRECTOR direct 2004-01-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2004-01-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CEO/OPERATING COMMITTEE MEMBER direct 2012-03-01
DELAWARE CAPITAL MANAGEMENT INC EVP/GENERAL COUNSEL/CAO direct 1999-01-01
RETIREMENT FINANCIAL SERVICES INC DIRECTOR/EVP/GENERAL COUNSEL/CAO direct 1999-01-01 2002-03-27
DELAWARE INTERNATIONAL ADVISERS LTD DIRECTOR direct 1991-09-01 2002-03-28
DELAWARE MANAGEMENT BUSINESS TRUST TRUSTEE, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL direct 1998-07-01 2002-11-07
TIFF ADVISORY SERVICES, INC. CEO direct 2004-01-01 2005-05-12
TIFF ADVISORY SERVICES, INC. CEO/DIRECTOR/INTERIM CHIEF INVESTMENT OFFICER direct 2004-01-01 2015-07-07
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CEO/OPERATING COMMITTEE MEMBER/INTERIM CHIEF INVESTMENT OFFICER direct 2012-03-01 2015-07-07
LUNDSTROM, KELLY, ANN VICE PRESIDENT 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT direct 2006-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT/OPERATING COMMITTEE MEMBER direct 2012-03-01
SHIELDS, JAMES, LEO VICE PRESIDENT/CHIEF INFO OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DELAWARE CAPITAL MANAGEMENT INC SVP/CHIEF INFORMATION OFFICER direct 1995-03-01
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT/CHIEF INFO OFFICER direct 2008-06-01
DELAWARE MANAGEMENT BUSINESS TRUST SR. VICE PRESIDENT, CIO direct 1981-10-01 2004-09-27
RETIREMENT FINANCIAL SERVICES INC SVP/CHIEF INFORMATION OFFICER direct 1999-01-01 2004-11-08
SZAUTNER, CHRISTIAN, ANDREAS GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2008-04-01
TIFF ADVISORY SERVICES, INC. GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2008-04-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2012-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2012-03-01
MALPASS, SCOTT, CHARLES DIRECTOR 12/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2011-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2011-12-01
THE VANGUARD GROUP, INC. DIRECTOR direct 2012-03-01
CATHOLIC INVESTMENT SERVICES, INC. SECRETARY AND TRUSTEE direct 2013-12-01
COMMONFUND CAPITAL INC DIRECTOR direct 1994-01-01 2001-12-21
SUGINO, DENNIS, RICHARD DIRECTOR 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2013-09-01
ARISTOTLE CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-11-01
CLIFFWATER LLC MANAGING DIRECTOR direct 2004-06-01
CLIFFWATER LLC MANAGING MEMBER / PRESIDENT direct 2004-06-01
CLIFFWATER LLC MANAGING DIRECTOR, PRESIDENT direct 2005-02-01
CLIFFWATER LLC PRESIDENT direct 2005-02-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2013-09-01
ARISTOTLE CREDIT PARTNERS, LLC SENIOR PARTNER direct 2013-12-01
WILLOUGHBY, JAY, LYNN CHIEF INVESTMENT OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF INVESTMENT OFFICER direct 2015-10-01
MERRILL LYNCH INVESTMENT MANAGERS LP CIO-PRIVATE INVESTORS direct 2003-05-01
MERRILL LYNCH TRUST COMPANY, FSB CHIEF INVESTMENT OFFICER direct 2003-04-01
MERRILL LYNCH BANK & TRUST CO., FSB CHIEF INVESTMENT OFFICER, TRUST DIVISION direct 2003-04-01
FUND ASSET MANAGEMENT LP CIO-PRIVATE INVESTORS direct 2003-05-01
IRONBOUND CAPITAL MANAGEMENT LP CO-MANAGING PARTNER direct 2006-09-01
IRONBOUND CAPITAL MANAGEMENT LP CO-MANAGING PARTNER TRADING & OPERATIONS direct 2006-09-01
IRONBOUND CAPITAL MANAGEMENT LP LIMITED PARTNER direct 2006-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
TORREY, PATRICK, ALAN MANAGING DIRECTOR/HEAD OF OUTREACH 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. MANAGING DIRECTOR/HEAD OF OUTREACH direct 2016-05-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC MANAGING DIRECTOR/HEAD OF OUTREACH direct 2016-05-01
HOLLAND, PETER, BERNARD DIRECTOR 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2017-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2017-03-01
OLIVEROS, GUMERSINDO, (NMN) DIRECTOR 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2016-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2016-12-01
SCHF (GPE), LLC DIRECTOR OF SCHF (GPE), LLC direct 2010-06-01
ZION, ROBERT, JAY CHIEF OPERATING OFFICER/VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF OPERATING OFFICER/VICE PRESIDENT direct 2017-02-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER/VICE PRESIDENT/OPERATING COMMITTEE MEMBER direct 2017-02-01
HIRTLE CALLAGHAN & CO INC PRINCIPAL/ASSISTANT SECRETARY direct 1996-01-01 2006-01-19
HIRTLE CALLAGHAN & CO INC ASSISTANT SECRETARY, PRINCIPAL direct 1996-01-01 2006-10-16
HIRTLE CALLAGHAN & CO INC CHIEF OPERATING OFFICER, ASSISTANT SECRETARY, PRINCIPAL direct 1996-01-01 2008-03-31
HIRTLE CALLAGHAN & CO., LLC SECRETARY, CHIEF OPERATING OFFICER direct 1996-01-01 2014-03-31
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER, AND SECRETARY direct 2009-03-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC direct 2009-10-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC direct 2011-06-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC direct 2011-11-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC direct 2012-09-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC direct 2014-03-01 2016-03-21
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER, SECRETARY, CHIEF OPERATING OFFICER direct 1996-01-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC direct 2009-10-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC direct 2011-06-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC direct 2011-11-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC direct 2012-09-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC direct 2014-03-01 2016-11-02
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2017-02-01 2017-03-30
TIFF ADVISORY SERVICES, INC. CHIEF OPERATING OFFICER direct 2017-02-01 2017-03-30
TRIPLETT, NEAL, FINLEY DIRECTOR 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2017-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2017-03-01
BOHNET, HERBERT, FREDERICK GENERAL COUNSEL-CORPORATE/SECRETARY/VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. GENERAL COUNSEL-CORPORATE/SECRETARY/VICE PRESIDENT direct 2017-06-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC GENERAL COUNSEL-CORPORATE direct 2017-06-01
DERGANC-BILLINGS, KATHERINE MARY, (NMN) VICE PRESIDENT/TREASURER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT/TREASURER direct 2017-07-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT/TREASURER direct 2017-07-01
PEEDIN, PAMELA, LYNN DIRECTOR 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2018-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2018-03-01
HAMID, ZANE, TAYYEB VICE PRESIDENT 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT direct 2017-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT direct 2019-03-01
LEW, KIM, YVONNE DIRECTOR 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2018-08-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2018-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TIFF PRIVATE EQUITY PARTNERS 2018, LP United States 805-1821819290 Hedge Fund 101,465,289 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2011, LLC United States 805-4901965575 Hedge Fund 55,094,339 500,000 Fund of Funds
TIFF REALTY & RESOURCES I, LLC United States 805-2953212388 Hedge Fund 6,016,542 100,000 Fund of Funds
TIFF REAL ESTATE PARTNERS II, LLC United States 805-1486977527 Hedge Fund 33,869,610 500,000 Fund of Funds
TIFF REALTY & RESOURCES II, LLC United States 805-9557627012 Hedge Fund 29,545,267 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2013, LLC United States 805-7739462192 Hedge Fund 61,482,043 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2015, LP United States 805-6052125847 Hedge Fund 195,719,152 500,000 Fund of Funds
TIFF REALTY & RESOURCES III, LLC United States 805-9556740458 Hedge Fund 25,855,548 500,000 Fund of Funds
TIFF REALTY & RESOURCES 2008, LLC United States 805-7889796275 Hedge Fund 52,412,280 500,000 Fund of Funds
TIFF REALTY & RESOURCES 2009, LLC United States 805-3540202779 Hedge Fund 9,836,935 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2007, LLC United States 805-2754781084 Hedge Fund 118,610,910 500,000 Fund of Funds
TIFF REALTY OPPORTUNITY FUND, LLC United States 805-7668836999 Hedge Fund 16,505,964 500,000 Fund of Funds
TIFF SECONDARY PARTNERS I, LLC United States 805-9915735148 Hedge Fund 6,159,579 1,000,000 Fund of Funds
TIFF SECONDARY PARTNERS II, LLC United States 805-6801643988 Hedge Fund 26,972,113 500,000 Fund of Funds
TIFF MODERN VENTURE PARTNERS 1.0, LLC United States 805-3273917952 Hedge Fund 33,917,806 500,000 Fund of Funds
TIFF ABSOLUTE RETURN POOL Cayman Islands 805-8928428518 Hedge Fund 197,329,958 250,000 Fund of Funds
TIFF ABSOLUTE RETURN POOL II Cayman Islands 805-4583732479 Hedge Fund 297,719,666 250,000 Fund of Funds
TIFF PARTNERS III, LLC United States 805-2873138513 Hedge Fund 19,896,275 250,000 Fund of Funds
TIFF REAL ESTATE PARTNERS I, LLC United States 805-5672547890 Hedge Fund 19,118,685 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2005, LLC United States 805-3035019035 Hedge Fund 63,491,044 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2016, LP United States 805-5857647964 Hedge Fund 94,906,539 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2006, LLC United States 805-3909774087 Hedge Fund 59,122,433 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2009, LLC United States 805-1501338212 Hedge Fund 23,552,263 1,000,000 Fund of Funds
THE TIFF CENTERSTONE FUND, LP United States 805-1412299124 Hedge Fund 155,052,957 5,000,000 Fund of Funds
TIFF GLOBAL EQUITY FUND, LP United States 805-2716323563 Hedge Fund 170,807,011 5,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2017, LP United States 805-9994115297 Hedge Fund 116,763,960 500,000 Fund of Funds
TIFF SPECIAL OPPORTUNITIES FUND II, LP United States 805-1443040322 Hedge Fund 49,446,548 500,000 Fund of Funds
TIFF PARTNERS V-US, LLC United States 805-6027132107 Hedge Fund 33,758,129 250,000 Fund of Funds
TIFF SPECIAL OPPORTUNITIES FUND, LLC United States 805-9660110496 Hedge Fund 34,299,225 500,000 Fund of Funds
TIFF PARTNERS V-INTERNATIONAL, LLC United States 805-1858657128 Hedge Fund 15,393,605 250,000 Fund of Funds
TIFF PARTNERS IV, LLC United States 805-3904582658 Hedge Fund 31,887,213 250,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2008, LLC United States 805-1265245473 Hedge Fund 246,440,984 1,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2010, LLC United States 805-7044161228 Hedge Fund 55,469,863 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2014, LLC United States 805-7035072159 Hedge Fund 68,290,938 500,000 Fund of Funds
TIFF REALTY & RESOURCES IV, LLC United States 805-3005890976 Hedge Fund 17,843,366 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2012, LLC United States 805-6080970503 Hedge Fund 32,541,435 500,000 Fund of Funds

TIFF ADVISORY SERVICES, INC.

ownership team - last updated 2019-03-28
Name Title Start Date Direct/Indirect % Ownership
FLANNERY, RICHARD, JOSEPH CEO/DIRECTOR 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CEO/DIRECTOR direct 2004-01-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2004-01-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CEO/OPERATING COMMITTEE MEMBER direct 2012-03-01
DELAWARE CAPITAL MANAGEMENT INC EVP/GENERAL COUNSEL/CAO direct 1999-01-01
RETIREMENT FINANCIAL SERVICES INC DIRECTOR/EVP/GENERAL COUNSEL/CAO direct 1999-01-01 2002-03-27
DELAWARE INTERNATIONAL ADVISERS LTD DIRECTOR direct 1991-09-01 2002-03-28
DELAWARE MANAGEMENT BUSINESS TRUST TRUSTEE, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL direct 1998-07-01 2002-11-07
TIFF ADVISORY SERVICES, INC. CEO direct 2004-01-01 2005-05-12
TIFF ADVISORY SERVICES, INC. CEO/DIRECTOR/INTERIM CHIEF INVESTMENT OFFICER direct 2004-01-01 2015-07-07
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CEO/OPERATING COMMITTEE MEMBER/INTERIM CHIEF INVESTMENT OFFICER direct 2012-03-01 2015-07-07
LUNDSTROM, KELLY, ANN VICE PRESIDENT 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT direct 2006-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT/OPERATING COMMITTEE MEMBER direct 2012-03-01
SHIELDS, JAMES, LEO VICE PRESIDENT/CHIEF INFO OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DELAWARE CAPITAL MANAGEMENT INC SVP/CHIEF INFORMATION OFFICER direct 1995-03-01
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT/CHIEF INFO OFFICER direct 2008-06-01
DELAWARE MANAGEMENT BUSINESS TRUST SR. VICE PRESIDENT, CIO direct 1981-10-01 2004-09-27
RETIREMENT FINANCIAL SERVICES INC SVP/CHIEF INFORMATION OFFICER direct 1999-01-01 2004-11-08
SZAUTNER, CHRISTIAN, ANDREAS GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2008-04-01
TIFF ADVISORY SERVICES, INC. GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2008-04-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2012-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2012-03-01
MALPASS, SCOTT, CHARLES DIRECTOR 12/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2011-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2011-12-01
THE VANGUARD GROUP, INC. DIRECTOR direct 2012-03-01
CATHOLIC INVESTMENT SERVICES, INC. SECRETARY AND TRUSTEE direct 2013-12-01
COMMONFUND CAPITAL INC DIRECTOR direct 1994-01-01 2001-12-21
SUGINO, DENNIS, RICHARD DIRECTOR 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2013-09-01
ARISTOTLE CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-11-01
CLIFFWATER LLC MANAGING DIRECTOR direct 2004-06-01
CLIFFWATER LLC MANAGING MEMBER / PRESIDENT direct 2004-06-01
CLIFFWATER LLC MANAGING DIRECTOR, PRESIDENT direct 2005-02-01
CLIFFWATER LLC PRESIDENT direct 2005-02-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2013-09-01
ARISTOTLE CREDIT PARTNERS, LLC SENIOR PARTNER direct 2013-12-01
WILLOUGHBY, JAY, LYNN CHIEF INVESTMENT OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF INVESTMENT OFFICER direct 2015-10-01
MERRILL LYNCH INVESTMENT MANAGERS LP CIO-PRIVATE INVESTORS direct 2003-05-01
MERRILL LYNCH TRUST COMPANY, FSB CHIEF INVESTMENT OFFICER direct 2003-04-01
MERRILL LYNCH BANK & TRUST CO., FSB CHIEF INVESTMENT OFFICER, TRUST DIVISION direct 2003-04-01
FUND ASSET MANAGEMENT LP CIO-PRIVATE INVESTORS direct 2003-05-01
IRONBOUND CAPITAL MANAGEMENT LP CO-MANAGING PARTNER direct 2006-09-01
IRONBOUND CAPITAL MANAGEMENT LP CO-MANAGING PARTNER TRADING & OPERATIONS direct 2006-09-01
IRONBOUND CAPITAL MANAGEMENT LP LIMITED PARTNER direct 2006-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
TORREY, PATRICK, ALAN MANAGING DIRECTOR/HEAD OF OUTREACH 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. MANAGING DIRECTOR/HEAD OF OUTREACH direct 2016-05-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC MANAGING DIRECTOR/HEAD OF OUTREACH direct 2016-05-01
OLIVEROS, GUMERSINDO, (NMN) DIRECTOR 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2016-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2016-12-01
SCHF (GPE), LLC DIRECTOR OF SCHF (GPE), LLC direct 2010-06-01
ZION, ROBERT, JAY CHIEF OPERATING OFFICER/VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF OPERATING OFFICER/VICE PRESIDENT direct 2017-02-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER/VICE PRESIDENT/OPERATING COMMITTEE MEMBER direct 2017-02-01
HIRTLE CALLAGHAN & CO INC PRINCIPAL/ASSISTANT SECRETARY direct 1996-01-01 2006-01-19
HIRTLE CALLAGHAN & CO INC ASSISTANT SECRETARY, PRINCIPAL direct 1996-01-01 2006-10-16
HIRTLE CALLAGHAN & CO INC CHIEF OPERATING OFFICER, ASSISTANT SECRETARY, PRINCIPAL direct 1996-01-01 2008-03-31
HIRTLE CALLAGHAN & CO., LLC SECRETARY, CHIEF OPERATING OFFICER direct 1996-01-01 2014-03-31
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER, AND SECRETARY direct 2009-03-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC direct 2009-10-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC direct 2011-06-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC direct 2011-11-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC direct 2012-09-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC direct 2014-03-01 2016-03-21
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER, SECRETARY, CHIEF OPERATING OFFICER direct 1996-01-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC direct 2009-10-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC direct 2011-06-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC direct 2011-11-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC direct 2012-09-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC direct 2014-03-01 2016-11-02
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2017-02-01 2017-03-30
TIFF ADVISORY SERVICES, INC. CHIEF OPERATING OFFICER direct 2017-02-01 2017-03-30
TRIPLETT, NEAL, FINLEY DIRECTOR 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2017-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2017-03-01
HOLLAND, PETER, BERNARD DIRECTOR 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2017-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2017-03-01
BOHNET, HERBERT, FREDERICK GENERAL COUNSEL-CORPORATE/SECRETARY/VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. GENERAL COUNSEL-CORPORATE/SECRETARY/VICE PRESIDENT direct 2017-06-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC GENERAL COUNSEL-CORPORATE direct 2017-06-01
DERGANC-BILLINGS, KATHERINE MARY, (NMN) VICE PRESIDENT/TREASURER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT/TREASURER direct 2017-07-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT/TREASURER direct 2017-07-01
PEEDIN, PAMELA, LYNN DIRECTOR 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2018-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2018-03-01
HAMID, ZANE, TAYYEB VICE PRESIDENT 12/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT direct 2017-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT direct 2019-03-01
LEW, KIM, YVONNE DIRECTOR 08/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2018-08-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2018-08-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TIFF PRIVATE EQUITY PARTNERS 2018, LP United States 805-1821819290 Hedge Fund 101,465,289 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2011, LLC United States 805-4901965575 Hedge Fund 55,094,339 500,000 Fund of Funds
TIFF REALTY & RESOURCES I, LLC United States 805-2953212388 Hedge Fund 6,016,542 100,000 Fund of Funds
TIFF REAL ESTATE PARTNERS II, LLC United States 805-1486977527 Hedge Fund 33,869,610 500,000 Fund of Funds
TIFF REALTY & RESOURCES II, LLC United States 805-9557627012 Hedge Fund 29,545,267 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2013, LLC United States 805-7739462192 Hedge Fund 61,482,043 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2015, LP United States 805-6052125847 Hedge Fund 195,719,152 500,000 Fund of Funds
TIFF REALTY & RESOURCES III, LLC United States 805-9556740458 Hedge Fund 25,855,548 500,000 Fund of Funds
TIFF REALTY & RESOURCES 2008, LLC United States 805-7889796275 Hedge Fund 52,412,280 500,000 Fund of Funds
TIFF REALTY & RESOURCES 2009, LLC United States 805-3540202779 Hedge Fund 9,836,935 500,000 Fund of Funds
TIFF REAL ESTATE PARTNERS I, LLC United States 805-5672547890 Hedge Fund 19,118,685 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2005, LLC United States 805-3035019035 Hedge Fund 63,491,044 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2016, LP United States 805-5857647964 Hedge Fund 94,906,539 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2006, LLC United States 805-3909774087 Hedge Fund 59,122,433 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2009, LLC United States 805-1501338212 Hedge Fund 23,552,263 1,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2007, LLC United States 805-2754781084 Hedge Fund 118,610,910 500,000 Fund of Funds
TIFF REALTY OPPORTUNITY FUND, LLC United States 805-7668836999 Hedge Fund 16,505,964 500,000 Fund of Funds
TIFF SECONDARY PARTNERS I, LLC United States 805-9915735148 Hedge Fund 6,159,579 1,000,000 Fund of Funds
TIFF SECONDARY PARTNERS II, LLC United States 805-6801643988 Hedge Fund 26,972,113 500,000 Fund of Funds
TIFF MODERN VENTURE PARTNERS 1.0, LLC United States 805-3273917952 Hedge Fund 33,917,806 500,000 Fund of Funds
TIFF ABSOLUTE RETURN POOL Cayman Islands 805-8928428518 Hedge Fund 197,329,958 250,000 Fund of Funds
TIFF ABSOLUTE RETURN POOL II Cayman Islands 805-4583732479 Hedge Fund 297,719,666 250,000 Fund of Funds
TIFF PARTNERS III, LLC United States 805-2873138513 Hedge Fund 19,896,275 250,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2012, LLC United States 805-6080970503 Hedge Fund 32,541,435 500,000 Fund of Funds
THE TIFF CENTERSTONE FUND, LP United States 805-1412299124 Hedge Fund 155,052,957 5,000,000 Fund of Funds
TIFF GLOBAL EQUITY FUND, LP United States 805-2716323563 Hedge Fund 170,807,011 5,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2017, LP United States 805-9994115297 Hedge Fund 116,763,960 500,000 Fund of Funds
TIFF SPECIAL OPPORTUNITIES FUND II, LP United States 805-1443040322 Hedge Fund 49,446,548 500,000 Fund of Funds
TIFF PARTNERS V-US, LLC United States 805-6027132107 Hedge Fund 33,758,129 250,000 Fund of Funds
TIFF SPECIAL OPPORTUNITIES FUND, LLC United States 805-9660110496 Hedge Fund 34,299,225 500,000 Fund of Funds
TIFF PARTNERS V-INTERNATIONAL, LLC United States 805-1858657128 Hedge Fund 15,393,605 250,000 Fund of Funds
TIFF PARTNERS IV, LLC United States 805-3904582658 Hedge Fund 31,887,213 250,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2008, LLC United States 805-1265245473 Hedge Fund 246,440,984 1,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2010, LLC United States 805-7044161228 Hedge Fund 55,469,863 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2014, LLC United States 805-7035072159 Hedge Fund 68,290,938 500,000 Fund of Funds
TIFF REALTY & RESOURCES IV, LLC United States 805-3005890976 Hedge Fund 17,843,366 500,000 Fund of Funds

TIFF ADVISORY SERVICES, INC.

ownership team - last updated 2018-05-08
Name Title Start Date Direct/Indirect % Ownership
FLANNERY, RICHARD, JOSEPH CEO/DIRECTOR 01/01/2004 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CEO/DIRECTOR direct 2004-01-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2004-01-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CEO/OPERATING COMMITTEE MEMBER direct 2012-03-01
DELAWARE CAPITAL MANAGEMENT INC EVP/GENERAL COUNSEL/CAO direct 1999-01-01
RETIREMENT FINANCIAL SERVICES INC DIRECTOR/EVP/GENERAL COUNSEL/CAO direct 1999-01-01 2002-03-27
DELAWARE INTERNATIONAL ADVISERS LTD DIRECTOR direct 1991-09-01 2002-03-28
DELAWARE MANAGEMENT BUSINESS TRUST TRUSTEE, EXECUTIVE VICE PRESIDENT, GENERAL COUNSEL direct 1998-07-01 2002-11-07
TIFF ADVISORY SERVICES, INC. CEO direct 2004-01-01 2005-05-12
TIFF ADVISORY SERVICES, INC. CEO/DIRECTOR/INTERIM CHIEF INVESTMENT OFFICER direct 2004-01-01 2015-07-07
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CEO/OPERATING COMMITTEE MEMBER/INTERIM CHIEF INVESTMENT OFFICER direct 2012-03-01 2015-07-07
LUNDSTROM, KELLY, ANN VICE PRESIDENT 09/01/2006 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT direct 2006-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT/OPERATING COMMITTEE MEMBER direct 2012-03-01
SHIELDS, JAMES, LEO VICE PRESIDENT/CHIEF INFO OFFICER 06/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
DELAWARE CAPITAL MANAGEMENT INC SVP/CHIEF INFORMATION OFFICER direct 1995-03-01
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT/CHIEF INFO OFFICER direct 2008-06-01
DELAWARE MANAGEMENT BUSINESS TRUST SR. VICE PRESIDENT, CIO direct 1981-10-01 2004-09-27
RETIREMENT FINANCIAL SERVICES INC SVP/CHIEF INFORMATION OFFICER direct 1999-01-01 2004-11-08
SZAUTNER, CHRISTIAN, ANDREAS GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT 04/01/2008 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2008-04-01
TIFF ADVISORY SERVICES, INC. GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2008-04-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2012-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC GENERAL COUNSEL-REGULATORY/CHIEF COMPLIANCE OFFICER/VICE PRESIDENT direct 2012-03-01
CHILTON, COLLETTE, DENEVERS DIRECTOR 09/01/2009 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2009-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2009-09-01
LUCENT ASSET MANAGEMENT CORPORATION DIRECTOR & PRESIDENT direct 1999-03-01 2005-12-20
INTERNATIONAL CITY MANAGEMENT ASSOCIATION RETIREMENT CORPORATION DIRECTOR direct 2003-01-01 2010-03-31
MALPASS, SCOTT, CHARLES DIRECTOR 12/01/2011 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2011-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2011-12-01
THE VANGUARD GROUP, INC. DIRECTOR direct 2012-03-01
CATHOLIC INVESTMENT SERVICES, INC. SECRETARY AND TRUSTEE direct 2013-12-01
COMMONFUND CAPITAL INC DIRECTOR direct 1994-01-01 2001-12-21
SUGINO, DENNIS, RICHARD DIRECTOR 09/01/2013 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2013-09-01
ARISTOTLE CAPITAL MANAGEMENT, LLC MANAGING DIRECTOR direct 2012-11-01
CLIFFWATER LLC MANAGING DIRECTOR direct 2004-06-01
CLIFFWATER LLC MANAGING MEMBER / PRESIDENT direct 2004-06-01
CLIFFWATER LLC MANAGING DIRECTOR, PRESIDENT direct 2005-02-01
CLIFFWATER LLC PRESIDENT direct 2005-02-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2013-09-01
ARISTOTLE CREDIT PARTNERS, LLC SENIOR PARTNER direct 2013-12-01
WILLOUGHBY, JAY, LYNN CHIEF INVESTMENT OFFICER 10/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF INVESTMENT OFFICER direct 2015-10-01
MERRILL LYNCH INVESTMENT MANAGERS LP CIO-PRIVATE INVESTORS direct 2003-05-01
MERRILL LYNCH TRUST COMPANY, FSB CHIEF INVESTMENT OFFICER direct 2003-04-01
MERRILL LYNCH BANK & TRUST CO., FSB CHIEF INVESTMENT OFFICER, TRUST DIVISION direct 2003-04-01
FUND ASSET MANAGEMENT LP CIO-PRIVATE INVESTORS direct 2003-05-01
IRONBOUND CAPITAL MANAGEMENT LP CO-MANAGING PARTNER direct 2006-09-01
IRONBOUND CAPITAL MANAGEMENT LP CO-MANAGING PARTNER TRADING & OPERATIONS direct 2006-09-01
IRONBOUND CAPITAL MANAGEMENT LP LIMITED PARTNER direct 2006-09-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF INVESTMENT OFFICER direct 2015-10-01
TORREY, PATRICK, ALAN MANAGING DIRECTOR/HEAD OF OUTREACH 05/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. MANAGING DIRECTOR/HEAD OF OUTREACH direct 2016-05-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC MANAGING DIRECTOR/HEAD OF OUTREACH direct 2016-05-01
OLIVEROS, GUMERSINDO, (NMN) DIRECTOR 12/01/2016 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2016-12-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2016-12-01
SCHF (GPE), LLC DIRECTOR OF SCHF (GPE), LLC direct 2010-06-01
ZION, ROBERT, JAY CHIEF OPERATING OFFICER/VICE PRESIDENT 02/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. CHIEF OPERATING OFFICER/VICE PRESIDENT direct 2017-02-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER/VICE PRESIDENT/OPERATING COMMITTEE MEMBER direct 2017-02-01
HIRTLE CALLAGHAN & CO INC PRINCIPAL/ASSISTANT SECRETARY direct 1996-01-01 2006-01-19
HIRTLE CALLAGHAN & CO INC ASSISTANT SECRETARY, PRINCIPAL direct 1996-01-01 2006-10-16
HIRTLE CALLAGHAN & CO INC CHIEF OPERATING OFFICER, ASSISTANT SECRETARY, PRINCIPAL direct 1996-01-01 2008-03-31
HIRTLE CALLAGHAN & CO., LLC SECRETARY, CHIEF OPERATING OFFICER direct 1996-01-01 2014-03-31
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER, AND SECRETARY direct 2009-03-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC direct 2009-10-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC direct 2011-06-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC direct 2011-11-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC direct 2012-09-01 2016-03-21
HC CAPITAL PARTNERS, LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC direct 2014-03-01 2016-03-21
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER, SECRETARY, CHIEF OPERATING OFFICER direct 1996-01-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES 2009 GP, LLC direct 2009-10-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN ABSOLUTE RETURN GP, LLC direct 2011-06-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND IX(A) GP, LLC direct 2011-11-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN SPECIAL OPPORTUNITIES GP, LLC direct 2012-09-01 2016-11-02
HIRTLE, CALLAGHAN & CO., LLC VICE PRESIDENT, TREASURER AND SECRETARY OF HIRTLE CALLAGHAN PRIVATE EQUITY FUND X(A) GP, LLC direct 2014-03-01 2016-11-02
TIFF ENDOWMENT ASSET MANAGEMENT, LLC CHIEF OPERATING OFFICER direct 2017-02-01 2017-03-30
TIFF ADVISORY SERVICES, INC. CHIEF OPERATING OFFICER direct 2017-02-01 2017-03-30
TRIPLETT, NEAL, FINLEY DIRECTOR 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2017-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2017-03-01
HOLLAND, PETER, BERNARD DIRECTOR 03/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2017-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2017-03-01
BOHNET, HERBERT, FREDERICK GENERAL COUNSEL-CORPORATE/SECRETARY/VICE PRESIDENT 06/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. GENERAL COUNSEL-CORPORATE/SECRETARY/VICE PRESIDENT direct 2017-06-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC GENERAL COUNSEL-CORPORATE direct 2017-06-01
DERGANC-BILLINGS, KATHERINE MARY, (NMN) VICE PRESIDENT/TREASURER 07/01/2017 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. VICE PRESIDENT/TREASURER direct 2017-07-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC VICE PRESIDENT/TREASURER direct 2017-07-01
PEEDIN, PAMELA, LYNN DIRECTOR 03/01/2018 Direct less than 5%
Fund Name Position direct/indirect start date end date
TIFF ADVISORY SERVICES, INC. DIRECTOR direct 2018-03-01
TIFF ENDOWMENT ASSET MANAGEMENT, LLC DIRECTOR indirect 2018-03-01

Private Funds

Name Country Fund Identification Number Fund Type Gross Asset Value Minimum Investment Other
TIFF SPECIAL OPPORTUNITIES FUND II, LP United States 805-1443040322 Hedge Fund 45,619,437 500,000 Fund of Funds
TIFF PARTNERS V-US, LLC United States 805-6027132107 Hedge Fund 39,690,666 250,000 Fund of Funds
TIFF SPECIAL OPPORTUNITIES FUND, LLC United States 805-9660110496 Hedge Fund 43,424,889 500,000 Fund of Funds
TIFF PARTNERS V-INTERNATIONAL, LLC United States 805-1858657128 Hedge Fund 19,444,029 250,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2005, LLC United States 805-3035019035 Hedge Fund 61,582,707 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2016, LP United States 805-5857647964 Hedge Fund 91,954,758 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2006, LLC United States 805-3909774087 Hedge Fund 62,408,580 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2009, LLC United States 805-1501338212 Hedge Fund 31,609,107 1,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2007, LLC United States 805-2754781084 Hedge Fund 123,973,774 500,000 Fund of Funds
TIFF PARTNERS IV, LLC United States 805-3904582658 Hedge Fund 34,599,782 250,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2008, LLC United States 805-1265245473 Hedge Fund 263,522,966 1,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2010, LLC United States 805-7044161228 Hedge Fund 58,541,443 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2014, LLC United States 805-7035072159 Hedge Fund 63,774,884 500,000 Fund of Funds
TIFF REALTY & RESOURCES IV, LLC United States 805-3005890976 Hedge Fund 18,167,658 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2011, LLC United States 805-4901965575 Hedge Fund 62,113,595 500,000 Fund of Funds
TIFF REALTY & RESOURCES I, LLC United States 805-2953212388 Hedge Fund 6,753,000 100,000 Fund of Funds
TIFF REAL ESTATE PARTNERS II, LLC United States 805-1486977527 Hedge Fund 34,471,989 500,000 Fund of Funds
TIFF REALTY & RESOURCES II, LLC United States 805-9557627012 Hedge Fund 35,469,174 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2013, LLC United States 805-7739462192 Hedge Fund 62,968,672 500,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2015, LP United States 805-6052125847 Hedge Fund 177,164,691 500,000 Fund of Funds
TIFF REALTY & RESOURCES III, LLC United States 805-9556740458 Hedge Fund 31,908,885 500,000 Fund of Funds
TIFF REALTY & RESOURCES 2008, LLC United States 805-7889796275 Hedge Fund 54,685,619 500,000 Fund of Funds
TIFF REALTY & RESOURCES 2009, LLC United States 805-3540202779 Hedge Fund 13,805,578 500,000 Fund of Funds
TIFF REAL ESTATE PARTNERS I, LLC United States 805-5672547890 Hedge Fund 20,276,531 500,000 Fund of Funds
TIFF REALTY OPPORTUNITY FUND, LLC United States 805-7668836999 Hedge Fund 26,085,223 500,000 Fund of Funds
TIFF SECONDARY PARTNERS I, LLC United States 805-9915735148 Hedge Fund 6,340,417 1,000,000 Fund of Funds
TIFF SECONDARY PARTNERS II, LLC United States 805-6801643988 Hedge Fund 30,598,205 500,000 Fund of Funds
TIFF MODERN VENTURE PARTNERS 1.0, LLC United States 805-3273917952 Hedge Fund 30,871,185 500,000 Fund of Funds
TIFF ABSOLUTE RETURN POOL Cayman Islands 805-8928428518 Hedge Fund 344,361,344 250,000 Fund of Funds
TIFF ABSOLUTE RETURN POOL II Cayman Islands 805-4583732479 Hedge Fund 448,784,196 250,000 Fund of Funds
TIFF PARTNERS III, LLC United States 805-2873138513 Hedge Fund 19,807,968 250,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2012, LLC United States 805-6080970503 Hedge Fund 34,417,415 500,000 Fund of Funds
THE TIFF CENTERSTONE FUND, LP United States 805-1412299124 Hedge Fund 25,359,106 5,000,000 Fund of Funds
TIFF GLOBAL EQUITY FUND, LP United States 805-2716323563 Hedge Fund 53,558,341 5,000,000 Fund of Funds
TIFF PRIVATE EQUITY PARTNERS 2017, LP United States 805-9994115297 Hedge Fund 114,000,579 500,000 Fund of Funds

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