CIP ADVISORS, LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3JEREMY HECKERLING
Chief Compliance OfficerCRD 3219112
MICHAEL FALK
Founder and CEOCRD 1260489
CECILIO RODRIGUEZ
Partner and Chief Financial OfficerCRD 4901911
Contacts
1 of 1Maneesh Chawla
Managing PartnerCRD 6930284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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