Tiptree Advisors manages investments for pooled investment funds and separate accounts. The firm's investment strategies include long/short credit and stressed/distressed securities. Tiptree Advisors' investment decisions are not based on the individual needs of investors in the funds, but rather on the investment strategy of the fund itself. Investors in the Tiptree Advisors Funds must be qualified purchasers and accredited investors.
Fee Structure
Tiptree Advisors charges fees based on a client's assets under management and/or the performance of the account. The specific fee structure may vary depending on the client, investment strategy, restrictions, amount invested, or the client's relationship with Tiptree Advisors or its affiliates. The Coherence Long/Short Credit Funds typically charge a 1% management fee and a 10% incentive fee/allocation.