Ti Platform Management, LLC is a large advisory firm based in San Francisco. It manages $672.21 million of regulatory assets for 20 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of California.
Ti Platform 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.
The assets under management (AUM) of Ti Platform Management, LLC is $672.21 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 319% since the beginning of its operation, and $338.07 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ti Platform Management, LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ti Platform Management is pooled investment vehicles with 20 clients and $672.21 million of assets under management. Among the 9 most similar advisory firms, Ti Platform Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $672.21 million for 20 clients. None of the firm’s clients are foreign persons or businesses.
Ti Platform Management also advises several private funds. Namely, sixteen other private funds and four venture capital funds. The minimum investment commitment required of non-related persons ranges from $0 to $60,000,000.
The company employs 8 people that are either part- or full-time employees. 75 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ti Platform Management, LLC performs its advisory services is located at 255 Kansas Street, San Francisco, CA 94103, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 732-832-2989. The normal business hours are 8am - 5pm on Other. You can find more information about the New York firm at thetrustedinsight.com.