Ipcp Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boca Raton, FL. Its latest Form ADV filing, dated March 31, 2026, reports $346M in regulatory assets under management, 12 employees, and 7 accounts.
Assets Under Management
$346M
Employees
12
Offices
--
Total Clients
7
Primary office
BOCA RATON, FL
225 NE MIZNER BOULEVARD, SUITE 501, BOCA RATON, FL, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-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%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$346Mas of March 31, 2026
Discretionary77.9%
$269M
78% of total RAUM77.9%
Non-discretionary22.1%
$76M
22% of total RAUM22.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$346M
Total Accounts7
10Y AUM Change+$10M (+2.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee1:1
10Y Employee Change0 (0.0%)
* 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.