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| IPG Investment Advisors LLC
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|---|---|
| CRD # | 152990 |
| SEC # | 801-71104 |
| CIK # | 0001602237 |
| AUM | 4,136.5 M (2026-03-25) |
| Employees | 39 (97% Investors, 82% Brokers) |
| Fees | |
| Minimum | |
| Phone | 619-326-1200 |
| Address | 501 West Broadway San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| CIK | Period |
|---|---|
| 0001602237 |
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.0 | ||
| Amazon Com Inc | 0.0 | ||
| Apple Inc | 0.0 | ||
| Alphabet Inc | 0.0 | ||
| Murphy USA Inc | 0.0 | ||
| Progressive Corp/Oh/ | 0.0 | ||
| Microsoft Corp | 0.0 | ||
| O Reilly Automotive Inc | 0.0 | ||
| Facebook Inc | 0.0 | ||
| Tempur Pedic International Inc | 0.0 | ||
| Micron Technology Inc | 0.0 | ||
| Broadcom Inc | 0.0 | ||
| SPDR Gold Trust | 0.0 | ||
| Tesla Motors Inc | 0.0 | ||
| ASML Holding NV | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| Texas Pacific Land Corp | 0.0 | ||
| Costco Wholesale Corp /NEW | 0.0 | ||
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| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| Other | Certum Alternative Income | 2024-03-27 | 188.3 M | |
| Other | IPG Secondary I LP | [2024-03-27] | 2.0 M | |
| Filed 2022-04-06 (D) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration One year or less · Revenue Decline to Disclose | ||||
| Other | IPG Alternative Investments Fund US LP | [2023-10-05] | 20.6 M | 20.7 M |
| Filed 2026-02-18 (D/A) · Exemption 506(b), 3(c), 3(c)(7) · Minimum $1 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| Other | IPG Alt Fund | 2021-10-20 | 105.6 M | |
| Other | IPG Go Fund | 2021-10-20 | 36.6 M | |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 762 | 1.3 |
| (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 | 9 | 0.7 |
| (g) Pension and profit sharing plans | 4 | 0.0 |
| (h) Charitable organizations | 4 | 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 | 503 | 2.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,273 | 4.1 |
| By Discretionary | ||
| Discretionary | 1,141 | 2.9 |
| Non-Discretionary | 132 | 1.3 |
| Total | 1,273 | 4.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 4.0 | |
| United States Persons | 0.1 | |
| Total | 1,273 | 4.1 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| A Delaware Limited Liability Company Ipg Alternative Investment GP LLC | Executive Officer | 1 | 1 | |
| Adolfo Gonzalez-Rubio Beckman | Executive Officer | 1 | 1 | |
| Rafael Benrey | Executive Officer | 1 | 1 | |
| Adolfo Gonzalez-Rubio Guitierrez | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001602237] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.8B |
| Serves | Institutional, Retail |
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