IPCP MANAGEMENT, LLC

RIASEC RegisteredEst. 2025
Total AUM
$346M
Discretionary
$269M
78% of AUM
Avg account
$49.4M
Accounts
7
Employees
12
Advisory reps
3

Firm details

Headquarters
BOCA RATON, Florida
CRD number
316853
Registered since
September 3, 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

Ipcp Management, LLC is a manager and sponsor of pooled real estate investment vehicles that serves institutional investors. The firm’s advisory work centers on portfolio management for pooled investment vehicles, acting as sponsor, general partner and managing member of its funds rather than acting as a broad capital allocator or retail advisor. Its fee arrangement combines a percentage-of-assets-under-management component with performance-based fees, aligning compensation with fund returns. The firm is registered with the SEC in 2025 and is structured as a limited liability company. Its client base is institutional, and it does not identify as an active ESG investor. Ipcp Management, LLC operates primarily as a single-state adviser and does not position itself as a pension consultant or a related adviser to other advisory businesses.

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

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Client base

Client personas

Contacts

3 of 3
  • ERIC COOPER

    CRD 8126764

  • JOSHUA PROCACCI

    CRD 7483794

  • JASON ISAACSON

    PresidentCRD 2972932

Wealth teams

FINTRX

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

BOCA RATON, FL

PALM BEACH

Location

BOCA RATON, FL

Headquartered in BOCA RATON, 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
225 NE Mizner Blvd
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth