About Tiptree Advisors

Tiptree Advisors was initially formed in 2019 to manage certain assets on behalf of Tiptree Inc., leveraging the strong credit underwriting capabilities of the investment team as well as the decades of investment experience of Tiptree Inc. senior management.

Since our formation, we have expanded our investment and operational capabilities to accommodate the growth in our asset management business.  We have implemented accounting and technology platforms to manage the capital of our insurance company affiliate, as well as that of other insurers, consistent with industry regulatory requirements.

In 2021, we expanded beyond investing in performing credit by making two direct investments in what became the reorg equity of a non-US healthcare company and a non-US airline. We proactively sourced these opportunities by leveraging our industry specific knowledge of airlines and our global presence.

In the 4th quarter of 2022, our maritime affiliate finalized the sale of a 46,000 dwt product tanker, one of five ships that had been purchased beginning in 2018. The success of this direct investment strategy led to the formation of Tiptree Maritime Advisors, LLC to manage a subsequent hard asset shipping fund strategy.

In 2023, Tiptree Advisors made its first acquisition of an asset management firm when it brought on board the Coherence Credit Strategies team from Lazard Asset Management.  Led by Chief Investment Officer Sal Naro, the Coherence Credit Strategies team brings decades of experience investing in credit as well as an 11-year track record of the Coherence L/S Credit Fund.