GIP INVESTMENT ADVISER LLC

RIASEC RegisteredEst. 2022
Total AUM
$198M
Discretionary
$198M
100% of AUM
Avg account
$33M
Accounts
6
Employees
5
Advisory reps
1

Firm details

Headquarters
WEST PALM BEACH, Florida
CRD number
300541
Registered since
August 3, 2022
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

GIP Investment Adviser LLC positions itself as a manager and sponsor in the private markets, with primary activity centered on portfolio management for pooled investment vehicles. The firm is organized to serve institutional clients through pooled structures—chiefly private equity funds—and it operates as a sponsor/GP and other investment-adviser roles tied to those vehicles. Fee arrangements combine a percentage-of-assets model with performance-based fees, aligning the manager’s compensation with fund performance. The firm is not an active ESG investor and is focused on a single-state operating footprint. Its regulatory profile shows SEC registration beginning in 2022 and an ownership structure described as a domestic entity with individual ownership. Given the emphasis on pooled vehicles and sponsor roles, the firm’s allocation and sourcing activity is oriented toward direct and fund-level private market exposure rather than broad public-market investment management.

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

1 of 1
  • JOHN RITACCO

    Chief Financial OfficerCRD 6025576

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
222 Lakeview Ave
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth