CIP II ADMINISTRATIVE, LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 301595
- Registered since
- March 26, 2019
Firm profile
FINTRXOverview
CIP II Administrative, LLC is an SEC-registered limited liability company formed in 2019 that operates as an adviser and sponsor to pooled investment vehicles. The firm functions primarily as a general partner and managing member for at least one private fund rather than as a traditional retail RIA: its regulatory profile and reported activity point to manager/sponsor responsibilities and capital deployment into private-company opportunities. It is not identified as an active ESG investor, a pension consultant, or a multi-state retail adviser; the entity is structured around private fund management and related sponsor roles. The firm's affiliation descriptors — other investment adviser and sponsor, GP, and managing member of pooled investment vehicles — indicate governance and operating control over the fund vehicle(s) it administers. That positioning suggests the firm focuses on sourcing and overseeing private investments, negotiating terms with limited partners, and managing fund operations rather than maintaining a book of advisory clients across individual accounts.
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
2 of 2RYAN PARKER
Chief Financial OfficerCRD 4445244
DAVID DEWALT
Founder, Managing Director and CEOCRD 7090265
Contacts
3 of 3PETER BODINE
Managing DirectorCRD 4094353
ROBERT ACKERMAN
Managing Partner & Co-FounderCRD 1004739
SPENCER TALL
Managing DirectorCRD 6037788
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
PALO ALTO, CA
SANTA CLARA
Location
PALO ALTO, CA
Headquartered in PALO ALTO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 200 Page Mill Rd
- Time zone
- PT (UTC-8)
- Office locations
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