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
39
Advisory reps
41

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 SEC-registered independent registered investment adviser organized as an LLC and operating since 2010. The firm acts as a capital allocator and provides portfolio management for individuals and families, pooled investment vehicles, small businesses and institutions. It also conducts business activities associated with commodity pool operator/commodity trading adviser (CPO/CTA) functions and maintains industry ties that include broker-dealer relationships and sponsor/GP roles for pooled vehicles. IPG uses multiple fee arrangements — percentage-of-AUM, fixed fees, commissions, performance-based fees and other structures — and is not identified as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 37%, Other 22%, Private Funds 14%, Public Funds/Mutual Funds 13%, US Government Bonds 7%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 2%, Non-Investment Grade Corp Bonds 2%37%
  • Exchange Traded Equities37%
  • Other22%
  • Private Funds14%
  • Public Funds/Mutual Funds13%
  • US Government Bonds7%

Owners & executives

3 of 3
  • Alberto Benrey

    Alberto Benrey

    CEOCRD 4290443

  • Darius Lashkari

    Darius Lashkari

    Chief Compliance OfficerCRD 3061561

  • Martha Soto Aceves

    Chief Financial Officer & Managing DirectorCRD 5409623

Contacts

3 of 38
  • Jose Lopez Gonzalez

    Jose Lopez Gonzalez

    VP, Private BankerCRD 5757628

  • Carlos Figueroa-ramirez

    Investment Advisor RepresentativeCRD 5221240

  • Alex Matar Agundis

    Registered Investment AdvisorCRD 5304424

Unlock 35 more contacts →

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 236

Active vs passive

$532M in ETFs

Passive

97%

$516M

Active

2%

$15.9M

ETFProviderStyleCategoryValueShares% of portfolio
SPDR S&P 500 ETF TRUST (SPY)State StreetPassiveLarge Blend$54.5M72,94410.25%
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Location

Primary office

San Diego, CA

San Diego

Location

San Diego, CA

Headquartered in San Diego, CA, anchoring the San Diego-Chula Vista-Carlsbad, CA metro in the West.

Metro area
San Diego-Chula Vista-Carlsbad, CA
Region
West
County
San Diego
Address
501 W Broadway
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth