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CAPITAL IP INVESTMENT PARTNERS LP
CRD 326733 · SEC 801-130179
AZ, United States
Phone
646-287-8753
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$163.5M
Discretionary AUM
$78.3M
Team
5 total employees; 5 advisory reps
Clients
0
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Partnership
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)SEPARATELY MANAGED ACCOUNTS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $2.9M |
| Pooled investment vehicles | 1 | $78.3M |
States served
AZ
All web addresses on file
Official SEC filing: View on IAPD