SEC-Registered Investment Adviser
Ipg Investment Advisors, LLC
Registration facts are from the firm's Form ADV Part 1A as published by the SEC, latest filing dated March 25, 2026. Figures are firm-level: they describe the advisory firm, not any single offering.
Registration
- Status
- Approved
- Registered since
- March 3, 2010
- Principal office
- 501 West Broadway, Suite 1350, San Diego, CA 92101
- Organized as
- Limited Liability Company, CA
- Fiscal year end
- December
- Other offices
- 10
Scale
- Regulatory AUM
- $4.1B
- Discretionary / non-discretionary
- $2.9B / $1.3B
- Attributable to non-US clients
- $4.0B
- Accounts
- 1,273
- Clients
- 0
- Employees
- 39, 38 in advisory roles
- Private funds advised
- 1
- Private fund gross assets
- $20.7M
- Fund types
- 1 other private funds
- Funds with Form D records
- 2 issuers in AltStreet's ledger, $20.6M reported sold across them
Business, clients and compensation, as filed
- Advisory activities
- portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients and other advisory activities
- Compensated by
- a percentage of assets under management, fixed fees, commissions, performance-based fees and other
- Client types
- high net worth individuals (762); pooled investment vehicles (9); pension and profit sharing plans (4); charitable organizations (4); corporations or other businesses (503)
- Also engaged as
- commodity pool operator or commodity trading advisor
- Related persons include
- a broker-dealer, another investment adviser, a commodity pool operator or commodity trading advisor, a sponsor or syndicator of limited partnerships and a sponsor, general partner or managing member of pooled investment vehicles
- Affiliates
- 1 broker-dealer, 1 investment adviser
Form ADV Item 11 disclosures
The firm answered yes to the following Item 11 questions. The answers cover the firm and its advisory affiliates; the Disclosure Reporting Pages on IAPD identify the subject and the outcome.
- SEC or CFTC order against the firm or an affiliate (Item 11C(4), 2 reported)
- SEC or CFTC civil money penalty or cease-and-desist (Item 11C(5))
- self-regulatory organization finding of a violation (Item 11E(2))
Is this your firm? Verified Profiles give managers a structured channel for corrections, additional disclosures, and right of reply, without changing AltStreet's independent research. Learn about verification →
Source: SEC Form ADV via IARD (roster of October 6, 2026), matched to the platform by AltStreet analysts. Item 11 answers are as reported on the firm's Form ADV and cover the firm and its advisory affiliates; consult the firm's IAPD record for the Disclosure Reporting Pages. Brochure statements are the firm's own. Nothing on this page is investment advice.