CIP ADVISORS, LLC

RIASEC RegisteredEst. 2025
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$192M
Accounts
10
Employees
23
Advisory reps
4

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
338119
Registered since
December 8, 2025
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

CIP Advisors, LLC is organized as a limited liability company and is classified as a private equity fund manager that also functions as a commodity pool operator/commodity trading advisor (CPO/CTA). The firm is registered with the SEC (registration year shown as 2025) and targets institutional clients. Its advisory activity focuses on portfolio management for pooled investment vehicles; it also acts in sponsor/GP/managing-member roles for those vehicles. Ownership is held by domestic entities and individuals. Fee arrangements combine a percentage-of-AUM component with performance-based fees. The firm reports being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • JEREMY HECKERLING

    Chief Compliance OfficerCRD 3219112

  • MICHAEL FALK

    Founder and CEOCRD 1260489

  • CECILIO RODRIGUEZ

    Partner and Chief Financial OfficerCRD 4901911

Contacts

1 of 1
  • Maneesh Chawla

    Managing PartnerCRD 6930284

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

WEST PALM BEACH, FL

PALM BEACH

Location

WEST PALM BEACH, FL

Headquartered in WEST PALM BEACH, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.

Metro area
Miami-Port St. Lucie-Fort Lauderdale, FL
Region
South
County
PALM BEACH
Address
360 S Rosemary Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth