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TIPTREE ADVISORS, LLC

NEW YORK, NY · CRD 137758 · IAPD ↗ · tiptreeadvisors.com · 212-887-4400

$2.31BRegulatory AUM
13Advisory reps
13Employees
0Clients
n/aPlanning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — TIPTREE ADVISORS, LLC shrank from 15 to 12 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
April 2025 — TIPTREE ADVISORS, LLC reported RAUM up 27% ($1.59B -> $2.02B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
April 2024 — CORVID PEAK CAPITAL MANAGEMENT, LLC is now doing business as TIPTREE ADVISORS, LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
66
April 2024 — TIPTREE ADVISORS, LLC grew from 4 to 15 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
70
April 2024 — TIPTREE ADVISORS, LLC crossed $1B in regulatory AUM ($928.7M -> $1.59B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.