PIP Capital & Consulting, LLC
Firm details
- Headquarters
- ,
- CRD number
- 297807
- Website
- pipcapitalconsulting.com
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI69.3%
- Individuals27.15%
- Corporations / Businesses3.55%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PIP Capital & Consulting, LLC operates as an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves both individual and family clients as well as institutional relationships, focusing its advisory work on financial planning and portfolio management for individuals and small businesses. Its fee model combines a percentage-of-AUM structure with the potential for performance-based fees. PIP signals a clear equity preference in its investment posture and is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Philippe Khouri
Principal MemberCRD 4226774
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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