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| Happy Holidays!! thanks for using AUM13F!! |
| IPG Investment Advisors LLC
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| CRD # | 152990 |
| SEC # | 801-71104 |
| CIK # | 0001602237 |
| AUM | $3.8 B (2025-03-31) |
| Employees | 39 (100% Investors, 85% Brokers) |
| Phone | 619-326-1200 |
| Address | 501 West Broadway San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Owens Illinois Inc /DE/ | 0.0 | ||
| Nvidia Corp | 0.0 | ||
| Cemex SAB de CV | 0.0 | ||
| Goodyear Tire & Rubber Co /OH/ | 0.0 | ||
| Magna International Inc | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Jack in the Box Inc /New/ | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Generac Holdings Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | Certum Alternative Income | 2024-03-27 | 188.3 | |
| Other | IPG Secondary I LP | [2024-03-27] | 0.0 | 2.0 |
| Other | IPG Alternative Investments Fund US LP | [2023-10-05] | 9.8 | 16.5 |
| Other | IPG Alt Fund | 2021-10-20 | 105.6 | |
| Other | IPG Go Fund | 2021-10-20 | 36.6 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 584 | 0.5 |
| (b) Individuals (high net worth individuals) | 312 | 1.6 |
| (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 | 4 | 0.3 |
| (g) Pension and profit sharing plans | 7 | 0.0 |
| (h) Charitable organizations | 1 | 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 | 246 | 1.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,154 | 3.8 |
| By Discretionary | ||
| Discretionary | 1,030 | 2.8 |
| Non-Discretionary | 124 | 1.0 |
| Total | 1,154 | 3.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.6 | |
| United States Persons | 0.2 | |
| Total | 1,154 | 3.8 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| A Delaware Limited Liability Company Ipg Alternative Investment GP LLC | 1 | ||
| Adolfo Gonzalezrubio Guitierrez | 1 | ||
| Adolfo Gonzalezrubio Beckman | 1 | ||
| Rafael Benrey | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001602237] |
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