CIP CAPITAL MANAGEMENT, LLC
Firm details
- Headquarters
- CAMBRIDGE, Massachusetts
- CRD number
- 321225
- Website
- www.cip-capital.com
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPension Consulting
Firm profile
FINTRXOverview
Cip Capital Management, LLC is a limited liability company that focuses on providing financial planning and pension consulting services to individual and family clients. The firm operates under a fee structure that includes a percentage of assets under management and fixed fees. While not classified as a capital allocator, Cip Capital Management is involved in advisory activities that cater to the financial needs of its clients. The firm does not actively engage in ESG investing and is not a multi-state adviser, nor is it newly formed or affiliated with any related advisers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Other100%
Owners & executives
1 of 1JAMES MCSWEENEY
President, CEOCRD 1620191
Contacts
2 of 2ROBERT MCGOWAN
Senior Vice PresidentCRD 1733686
GREGG SEMPRUCCI
PrincipalCRD 1854392
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
CAMBRIDGE, MA
MIDDLESEX
Location
CAMBRIDGE, MA
Headquartered in CAMBRIDGE, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 799 Cambridge St
- Time zone
- ET (UTC-5)
- Office locations
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