CAPITAL IP INVESTMENT PARTNERS LP
Total AUM
$163.5M
Employees
5Clients
18Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
8AM-6PM
Monday - Friday
Monday - Friday
Phone
646-287-8753
Financials
Total AUM
$163.5M
Accounts
18Discretionary
$78.3M
Accounts
1Non-Discretionary
$85.2M
Accounts
17
Clients
HNW Individual Clients
10AUM
$2.9M
Pooled Vehicle Clients
1AUM
$78.3M
Other Clients
7AUM
$82.2M
Description of Other Clients
SEPARATELY MANAGED ACCOUNTS
Services
Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
SEPARATELY MANAGED ACCOUNTS
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZ
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.