|
⚲
|
| Capital IP Investment Partners LP
✚
|
|
|---|---|
| CRD # | 326733 |
| SEC # | 801-130179 |
| CIK # | |
| AUM | $165.6 M (2025-05-16) |
| Employees | 4 (100% Investors, 0% Brokers) |
| Phone | 646-287-8753 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| PE | Capital IP Opportunities Fund LP | [2023-05-30] | 71.5 | 74.1 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 10 | 3.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 74.1 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 7 | 88.0 |
| Total | 18 | 165.6 |
| By Discretionary | ||
| Discretionary | 1 | 74.1 |
| Non-Discretionary | 17 | 91.5 |
| Total | 18 | 165.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 165.6 | |
| Total | 18 | 165.6 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Riyad Shahjahan | 1 | ||
| Capital Ip Investment Partners GP LLC | 1 | ||
| Aron Dantzig | 1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Chapel Bridge Wealth Advisors LLC
✚
|
PR | 0.2 |
|
Alliance Investment Management LLC
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|
MI | 0.2 |
|
Athos Private Wealth LLC
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|
UT | 0.2 |
|
Argus Investors' Counsel Inc
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NY | 0.2 |
|
Alan B Lancz & Associates Inc
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OH | 0.2 |
|
William B Walkup & Associates Inc
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|
SC | 0.2 |
|
Clearpath Capital Partners LLC
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|
0.2 | |
|
Paragon Capital Management Inc
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|
UT | 0.2 |
|
Kingsbury Capital Investment Advisors LLC
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|
0.2 | |
|
Ohiggins Asset Management Inc
✚
|
0.2 |