CIP Pe 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 Pe Advisors, LLC is structured as an LLC and operates as a private equity fund manager that serves institutional clients. The firm is registered with the SEC (registration year listed as 2025) and combines percentage-of-AUM and performance-based fee schedules. Its stated business and advisory activities emphasize portfolio management for pooled investment vehicles, and it also functions in roles typical of fund sponsors and general partners. CIP Pe Advisors is identified as a CPO/CTA and reports being an active ESG investor.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

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

2 of 2
  • Michael Falk

    Michael Falk

    Founder and CEOCRD 1260489

  • Cecilio Rodriguez

    Cecilio Rodriguez

    Partner and Chief Financial OfficerCRD 4901911

Contacts

2 of 2
  • Jeremy Heckerling

    CCOCRD 3219112

  • Maneesh Chawla

    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