Fees and Compensation — Form ADV Part 2A (7/24/2026)
[Brochure]
ITEM 5 – FEES AND COMPENSATION
In general, CIP may receive direct compensation in the form of consulting fees and referral fees, uniquely
tailored to each client relationship. These terms are subject to negotiation, and the final compensation
structure will be agreed upon individually with each client. Clients should contact the Chief Compliance
Officer for additional offering and consulting documents related to this arrangement.
Account Minimums and Types of Clients — Form ADV Part 2A (7/24/2026)
[Brochure]
ITEM 7 – TYPES OF CLIENTS
CIP provides consulting and referral services to TPIA clients.
AUM Breakdown
Accounts
AUM ($)
By Client Type
(a) Individuals (other than high net worth individuals)
0
0.0
(b) Individuals (high net worth individuals)
0
0.0
(c) Banking or thrift institutions
0
0.0
(d) Investment companies
0
0.0
(e) Business development companies
0
0.0
(f) Pooled investment vehicles
0
0.0
(g) Pension and profit sharing plans
0
0.0
(h) Charitable organizations
0
0.0
(i) State or municipal government entities
0
0.0
(j) Other investment advisers
0
0.0
(k) Insurance companies
0
0.0
(l) Sovereign wealth funds and foreign official institutions
0
0.0
(m) Corporations or other businesses not listed above