Capital Ip Investment Partners LP
Firm details
- Headquarters
- ,
- CRD number
- 326733
- Registered since
- May 7, 2024
- Website
- capitalip.com
- Custodians
- US BAK, INSPIRA FINANCIAL TRUST, LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Other50.31%
- Pooled Investment Vehicles47.89%
- HNWI1.79%
- Services
- Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
Capital Ip Investment Partners LP is organized as a limited partnership and operates as a private equity manager. The firm is SEC-registered (2024) and serves both individual/family and institutional clients, offering portfolio management for individuals/small businesses and for pooled investment vehicles. Its compensation mix combines AUM-based fees with performance-linked fees, and it identifies as an active ESG investor. The firm also acts as a sponsor and GP/manager for pooled vehicles, indicating direct involvement in creating and running funds rather than solely allocating to third parties. Capital Ip is not positioned as a broad capital allocator; its structure and activities point to a manager-focused private equity strategy with direct sponsorship responsibilities.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1Phillip Delatorre
Chief Compliance OfficerCRD 7930147
Contacts
2 of 2
Aron Dantzig
Managing PartnerCRD 4217834
Mohamed Shahjahan
Limited PartnerCRD 2960792
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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