Capital Ip Investment Partners LP

RIASEC RegisteredEst. 2024
Total AUM
$163M
Discretionary
$78.3M
48% of AUM
Avg account
$9.1M
Accounts
18
Employees
5
Advisory reps
3

Firm details

Headquarters
,
CRD number
326733
Registered since
May 7, 2024
Custodians
US BAK, INSPIRA FINANCIAL TRUST, LLC
Fee structure
Percentage of AUM, Performance Based Fees
Client types
  • Other50.31%
  • Pooled Investment Vehicles47.89%
  • HNWI1.79%
Services
Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Capital Ip Investment Partners LP is organized as a limited partnership and operates as a private equity manager. The firm is SEC-registered (2024) and serves both individual/family and institutional clients, offering portfolio management for individuals/small businesses and for pooled investment vehicles. Its compensation mix combines AUM-based fees with performance-linked fees, and it identifies as an active ESG investor. The firm also acts as a sponsor and GP/manager for pooled vehicles, indicating direct involvement in creating and running funds rather than solely allocating to third parties. Capital Ip is not positioned as a broad capital allocator; its structure and activities point to a manager-focused private equity strategy with direct sponsorship responsibilities.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Other 100%100%
  • Other100%

Owners & executives

1 of 1
  • Phillip Delatorre

    Chief Compliance OfficerCRD 7930147

Contacts

2 of 2
  • Aron Dantzig

    Aron Dantzig

    Managing PartnerCRD 4217834

  • Mohamed Shahjahan

    Limited PartnerCRD 2960792

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth