IPG INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2010

Total AUM

$4.1B

Discretionary

$2.9B

69% of AUM

Avg account

$3.2M

Accounts

1,273

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 152990
Registered since: March 3, 2010
Website: www.linkedin.com
Custodians: PERSHING LLC, PICTET
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: Corporations / Businesses53.18%
HNWI30.62%
Pooled Investment Vehicles16.1%
Pension & Profit Sharing Plans0.08%
Charitable Organizations0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

IPG Investment Advisors, LLC is an independent, SEC-registered investment adviser organized as an LLC (registered in 2010). The firm acts as a capital allocator for both individual and family clients and institutional investors, delivering portfolio management across individual/small business accounts, pooled investment vehicles, and business or institutional mandates. Its fee arrangements are mixed and include asset-based fees, fixed fees, commissions and performance-based components. IPG also performs commodity pool operator/commodity trading advisor (CPO/CTA) activities and lists affiliations that include broker-dealer relationships and sponsor/GP roles for pooled vehicles, indicating the firm can both allocate to and sponsor private investment structures. IPG does not identify as an active ESG investor in its filings.