Private Investor Club LLC

RIASEC Registered
Total AUM
$270M
Discretionary
$270M
100% of AUM
Avg account
$6.9M
Accounts
39
Employees
4
Advisory reps
1

Firm details

Headquarters
,
CRD number
307512
Registered since
December 18, 2020
Fee structure
Percentage of AUM
Client types
  • Pooled Investment Vehicles100%
Services
Portfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Private Investor Club LLC is an SEC-registered limited liability company that began registering in 2020 and operates as a manager of pooled investment vehicles. The firm is organized and run by an individual owner and serves primarily institutional clients. Its stated business model centers on managing private investment vehicles—chiefly private equity, real estate, and venture capital funds—with fees charged as a percentage of assets under management. The firm is not identified as an active ESG investor, is not a multi-state adviser, and is not designated as a capital allocator.

Assets & Accounts

Investments & Alternatives

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

Contacts

1 of 1
  • Ian Ippolito

    FounderCRD 7230694

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

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth