Private Investor Club LLC

RIASEC RegisteredEst. 2020
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 a privately owned LLC that registered with the SEC in 2020 and operates as a manager of pooled investment vehicles for institutional clients. The firm categorizes its activities across private equity, real estate and venture capital fund strategies and describes itself as a multifaceted fund manager rather than a capital allocator. Its advisory mandate centers on portfolio management for pooled funds, and it charges fees as a percentage of assets under management. The adviser is not positioned as an ESG-focused investor and does not operate as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

1 of 1
  • Ian Ippolito

    FounderCRD 7230694

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

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth