Firm profile

PRIVATE INVESTOR CLUB LLC

CRD 307512Latest ADV March 25, 2026

Private Investor Club LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated March 25, 2026, reports $270M in regulatory assets under management, 4 employees, and 39 accounts.

Assets Under Management
$270M
Employees
4
Offices
--
Total Clients
39
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOIan A. Ippolito

Advisory services offered

1 types reported
Portfolio management for pooled investment vehicles

Fee models offered

1 types reported
Asset based fees
Sources checked May 17, 2026

Client Coverage Demographics

Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
39

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$270Mas of March 25, 2026
Discretionary100.0%
$270M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$270M
Total Accounts39
10Y AUM Change+$157M (+138.9%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees4
Clients per Employee10:1
10Y Employee Change+3 (+300.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.