CIP II ADMINISTRATIVE, LLC

Exempt Reporting AdvisorFINRA MemberEst. 2019
Total AUM
Accounts
0
Advisory reps
5
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
PALO ALTO, California
CRD number
301595
Registered since
March 26, 2019

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • RYAN PARKER

    Chief Financial OfficerCRD 4445244

  • DAVID DEWALT

    Founder, Managing Director and CEOCRD 7090265

Contacts

3 of 3
  • PETER BODINE

    Managing DirectorCRD 4094353

  • ROBERT ACKERMAN

    Managing Partner & Co-FounderCRD 1004739

  • SPENCER TALL

    Managing DirectorCRD 6037788

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth