A. Describe your advisory firm, including how long you have been in business. Identify
your principal owner(s).
Tiger Iron is a Delaware limited liability company formed in January 2016. The principal owners
of Tiger Iron are Rebecca Connolly, Matthew Schaefer, and Amit Tiwari (collectively, the
“Principals”). The Principals have more than a decade of experience investing with private equity
and venture capital managers. The Firm’s Principals, including executive officers, are listed in
Schedule A of Form ADV, Part 1A.
B. Describe the types of advisory services you offer. If you hold yourself out as
specializing in a particular type of advisory service, explain the nature of that service
in greater detail.
Tiger Iron is an SEC-registered investment adviser founded in January 2016 to advise venture
capital and private equity fund of funds. Tiger Iron provides solely non-discretionary investment
advisory services to private funds (each, a “Fund” or “Client” and collectively, the “Funds” or
“Clients”) in connection with the investing, managing, and monitoring of investments made on
behalf of its Clients’ portfolios which are investing in private equity or venture capital funds
(unless otherwise noted in this Brochure, collectively, the “Portfolio Partnerships”). An affiliate
of Tiger Iron generally serves as the general partner (or similar managing body) of each Fund.
Tiger Iron will form the general partner for each fund it manages.
Interests in the Funds are sold exclusively to investors that are “qualified purchasers” as defined
in the Investment Company Act of 1940 (the “Investment Company Act”). Investors in the Funds
currently are state and
municipal pension plans.
C. Explain whether (and, if so, how) you tailor your advisory services to the individual
needs of clients. Explain whether clients may impose restrictions on investing in
certain securities or types of securities.
Tiger Iron provides its advisory services to the Funds in accordance with the investment objectives,
investment guidelines, and restrictions set forth in the relevant Fund’s limited partnership
agreement, investment management agreement, and other formation and operating documents
pertaining to investment advice related to the limited types of investments in the Portfolio
Partnerships (collectively, the “Governing Documents”).
Tiger Iron’s advisory services for each Fund are detailed in the Fund’s Governing Documents and
are further described below under “Item 8. Methods of Analysis, Investment Strategies and Risk
of Loss.” The general investment guidelines and restrictions applicable to any particular Fund are
negotiated and fixed at the time that the particular Fund is formed, although there may be
subsequent revisions with the consent of the Fund’s limited partners.
D. If you participate in wrap fee programs, please describe such programs.
Tiger Iron does not participate in wrap fee programs.
E. If you manage client assets, disclose the amount of client assets you manage on a
discretionary basis and the amount of client assets you manage on a non-discretionary
basis. Disclose the date “as of” which you calculated the amounts.
As of September 30, 2023, Tiger Iron manages Client assets on a non-discretionary basis in the
amount of approximately $2,922,877,666.