IPG Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Portfolios
Track firms over time with portfolios. Click on the
to add to a portfolio.
List of Funds
Asset Managers in Boston
PE Firms in Boston
Hedge Funds in Boston
CalPERS Portfolio
NYSCRF Portfolio
MD SRPS Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
CAFR Data
IPG Investment Advisors LLC
CRD #152990
SEC #801-71104
CIK #
AUM $1.4 BB (85% Disc, 25% US)
Employees29 (97% Investors, 79% Brokers)
Phone619-326-1200
Address350 10th Avenue
San Diego, CA 92101
Source [IAPD] [Website] [LinkedIn]
Total AUM ($MM)
1395111683755827902009201220162020
Sector Holding Cap ($MM) Value ($MM)
ERJ3,690.027,323.2
WDC14,440.017,958.0
AAPL843,560.017,394.7
ATSG1,240.014,713.0
MGA16,410.013,064.8
GT4,120.011,547.9
NUE18,010.08,486.7
FB491,090.08,036.8
QCOM65,780.08,019.3
AMZN820,610.07,470.8
View All
Holdings by Sector ($)
2602081561045202013201520172020
Comparable Firms State AUM ($BB)
Miracle Mile Advisors LLC
CA 1.4
CBG Investment Advisors Inc
NY 1.4
The Clarius Group LLC
WA 1.4
St Germain Investment Management Inc
MA 1.4
Cardinal Capital Management Inc
1.4
Flagship Harbor Advisors LLC
MA 1.4
Berkeley Capital Management LLC
CA 1.4
SMC Fixed Income Management LP
NJ 1.4
Brown Advisory Ltd
1.4
Sentry Advisors LLC
CA 1.4
Terms of Service | Privacy Policy | User Guide
tony@aum13f.com