IPG Investment Advisors, LLC

RIASEC Registered

Total AUM

$4.1B

Discretionary

$2.9B

69% of AUM

Avg account

$3.2M

Accounts

1,273

Employees

Advisory reps

Firm details

Headquarters: San Diego, California
CRD number: 152990
Registered since: March 3, 2010
Website: www.linkedin.com
Custodians: PERSHING LLC, PICTET
Fee structure: Percentage of AUM, Fixed Fees, Commissions, Performance Based Fees, Other
Client types: Corporations / Businesses53.18%
HNWI30.62%
Pooled Investment Vehicles16.1%
Pension & Profit Sharing Plans0.08%
Charitable Organizations0.02%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

IPG Investment Advisors, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (registration year 2010) and positions itself as a capital allocator serving both individual/family and institutional clients. Its advisory activity spans discretionary and non-discretionary portfolio management for individuals and small businesses, pooled investment vehicles, and business/institutional clients. Fee arrangements are varied and include percentage‑of‑AUM, fixed fees, commissionable arrangements and performance-based fees. Beyond advisory mandates, IPG undertakes commodity pool/operator or CTA activities and maintains industry links that include broker‑dealer relationships and roles as sponsor or general partner/managing member of pooled vehicles. The firm reports it is not an active ESG investor.