CIP Capital Management, LLC

Overview

CIP Capital Management, LLC is a privately held limited liability company owned by an individual and positioned to serve individual and family clients. The firm provides financial planning and pension consulting services and bills clients through percentage-of-AUM and fixed-fee structures. Filings indicate the adviser is not an active ESG investor, is not structured as a multi-state adviser, and is not designated as a related adviser or capital allocator. The firm maintains industry affiliations with a broker-dealer and other investment advisers, and its advisory model appears focused on non-discretionary relationships rather than full portfolio discretion. Classification in the source data is unclassified, which is consistent with a small, narrowly scoped advisory practice.

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Location & Offices