Ti Platform Management, LLC (San Francisco)

Name: Ti Platform Management, LLC
Address: 255 Kansas Street, San Francisco, CA, 94103
Telephone: 732-832-2989

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.

Ti Platform Management: assets under management

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 firm manages $672.21 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $33.61 million each.

Ti Platform Management has custody of $672.21 million in cash and securities for 20 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Ti Platform Management serves?

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.

Careers at Ti Platform Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Chris Douglas Adams	Cfo & cco	1 Jan 2016	Other	6050248
Alex Haroon Bangash	Founder, ceo, cco & managing member	1 Mar 2017	75% - 100%	6583502
Trusted Insight Inc.	Member	1 Mar 2017	Other	26-1941870
Alex Bangash	Founder, ceo & cco	1 Mar 2017	75% - 100%	6583502
Chris Douglas Adams	Cfo & cco	1 Jan 2018	Other	6050248

Based in San Francisco

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.