AIP Capital Advisors LLC

RIASEC RegisteredEst. 2024
Total AUM
$340M
Discretionary
$215M
63% of AUM
Avg account
$170M
Accounts
2
Employees
15
Advisory reps
3

Firm details

Headquarters
Stamford, Connecticut
CRD number
328465
Registered since
March 6, 2024
Fee structure
Percentage of AUM, Performance Based Fees, Other
Client types
  • Pooled Investment Vehicles63.24%
  • Insurance Companies36.76%
Services
Portfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

AIP Capital Advisors LLC is a limited liability company registered with the SEC in 2024 and operates as an institutional registered investment adviser serving institutional clients. Its primary advisory activity is portfolio management for businesses and other institutions. The firm reports fee arrangements that include a percentage‑of‑AUM component, performance‑based fees, and other fee structures. Ownership is listed as a mix of a domestic entity and an individual. AIP does not identify as a capital allocator, is not an active ESG investor, and does not describe itself as a multi‑state adviser or a pension consultant. The firm also reports sponsor/GP activity and acting as a managing member of pooled investment vehicles, indicating involvement beyond purely advisory duties.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Jennifer Rodriguez

    Chief Compliance OfficerCRD 6170843

Contacts

2 of 2
  • Mathew Adamo

    Managing PartnerCRD 5535417

  • Jared Ailstock

    Managing PartnerCRD 5360407

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Stamford, CT

Fairfield

Location

Stamford, CT

Headquartered in Stamford, CT, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.

Metro area
New York-Newark, NY-NJ-CT-PA
Region
Northeast
County
Fairfield
Address
750 Washington Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth