IGP INDUSTRIES, LLC

RIASEC RegisteredEst. 2012
Total AUM
$1.9B
Discretionary
$1.9B
100% of AUM
Avg account
$464M
Accounts
4
Employees
31
Advisory reps
5

Firm details

Headquarters
SAN FRANCISCO, California
CRD number
157214
Registered since
March 30, 2012
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

IGP Industries, LLC is a privately organized limited liability company that functions as a private equity sponsor and adviser to pooled investment vehicles. Registered with the SEC in 2012, the firm’s business model centers on portfolio management for pooled funds where it often serves as sponsor, general partner and managing member. Its client base is institutional, and its compensation combines a percentage-of-assets fee with performance-based fees, a structure consistent with private equity fund economics. The firm does not market itself as an active ESG investor, and it is not positioned as a pension consultant or a multi-state adviser. The ownership is listed as individual, and advisory activity is focused on managing private funds rather than providing broad retail wealth management or advisory services.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

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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
  • JENNIFER TAI

    CFOCRD 6999514

Contacts

3 of 4
  • ERIC HEGLIE

    PartnerCRD 2528427

  • JEFFREY WEBB

    Investment ProfessionalCRD 2660167

  • III AUSTIN

    Managing MemberCRD 7563322

Unlock 1 more contacts

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

SAN FRANCISCO, CA

SAN FRANCISCO

Location

SAN FRANCISCO, CA

Headquartered in SAN FRANCISCO, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
SAN FRANCISCO
Address
101 Mission St
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth