CIP Pe Advisors, LLC
Firm details
- Headquarters
- West Palm Beach, Florida
- CRD number
- 338119
- Registered since
- December 8, 2025
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles100%
- Services
- Portfolio Management for Pooled Investment Vehicles
Firm profile
FINTRXOverview
CIP Pe Advisors, LLC is structured as an LLC and operates as a private equity fund manager that serves institutional clients. The firm is registered with the SEC (registration year listed as 2025) and combines percentage-of-AUM and performance-based fee schedules. Its stated business and advisory activities emphasize portfolio management for pooled investment vehicles, and it also functions in roles typical of fund sponsors and general partners. CIP Pe Advisors is identified as a CPO/CTA and reports being an active ESG investor.
Assets & Accounts
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
Owners & executives
2 of 2Michael Falk
Founder and CEOCRD 1260489

Cecilio Rodriguez
Partner and Chief Financial OfficerCRD 4901911
Contacts
2 of 2Jeremy Heckerling
CCOCRD 3219112

Maneesh Chawla
Managing PartnerCRD 6930284
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
West Palm Beach, FL
Palm Beach
Location
West Palm Beach, FL
Headquartered in West Palm Beach, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Palm Beach
- Address
- 360 S Rosemary Ave
- Time zone
- ET (UTC-5)
- Office locations
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