|
⚲
|
| IPG Investment Advisors LLC
✚
|
|
|---|---|
| CRD # | 152990 |
| SEC # | 801-71104 |
| CIK # | 0001602237 |
| AUM | $2.7 BB (2023-03-31) |
| Employees | 24 (100% Investors, 100% Brokers) |
| Phone | 619-326-1200 |
| Address | 350 10th Avenue San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| CX | 5.8 | 0.0 | |
| ERJ | 1.7 | 0.0 | |
| AAPL | 2,382.8 | 0.0 | |
| NVDA | 399.6 | 0.0 | |
| AMZN | 1,093.0 | 0.0 | |
| JBLU | 2.8 | 0.0 | |
| GT | 3.2 | 0.0 | |
| MU | 64.6 | 0.0 | |
| NTR | 46.7 | 0.0 | |
| MSFT | 1,918.2 | 0.0 | |
| View All | |||
| Holdings by Sector ($BB) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| Other | IPG Alt Fund | 2021-10-20 | 18.9 | |
| Other | IPG Go Fund | 2021-10-20 | 40.8 |
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 648 | 0.4 |
| (b) Individuals (high net worth individuals) | 539 | 2.5 |
| (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 | 3 | 0.0 |
| (h) Charitable organizations | 2 | 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 | 0 | 0.0 |
| Total | 1,192 | 2.9 |
| By Discretionary | ||
| Discretionary | 1,061 | 2.1 |
| Non-Discretionary | 131 | 0.8 |
| Total | 1,192 | 2.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 2.6 | |
| United States Persons | 0.3 | |
| Total | 1,192 | 2.9 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001602237] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hood River Capital Management LLC
✚
|
FL | 2.8 |
|
Essex Financial Services Inc
✚
|
CT | 2.8 |
|
Ulrich Consulting and Investment Group LLC
✚
|
NM | 2.7 |
|
Verdence Capital Advisors LLC
✚
|
MD | 2.7 |
|
LaSalle St Investment Advisors LLC
✚
|
IL | 2.7 |
|
Beaumont Financial Advisors LLC
✚
|
MA | 2.7 |
|
Journey Strategic Wealth LLC
✚
|
NJ | 2.7 |
|
Texas Yale Capital Corp
✚
|
FL | 2.7 |
|
Smith Salley & Associates LLC
✚
|
NC | 2.7 |
|
Arvest Investments Inc
✚
|
AR | 2.7 |