Capital Ip Investment Partners LP is an SEC registered investment adviser organized as a limited partnership. Its latest Form ADV filing, dated March 27, 2026, reports $163M in regulatory assets under management, 5 employees, and 18 accounts.
Portfolio management for individuals and small businesses
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 segmentHNWI represent 55.6% of total clients.
Top client categories% of clientsClients
1
HNWI
55.6%
10
2
SEPARATELY MANAGED ACCOUNTS
38.9%
7
3
Pooled Investment Vehicles
5.6%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$163Mas of March 27, 2026
Discretionary47.9%
$78M
48% of total RAUM47.9%
Non-discretionary52.1%
$85M
52% of total RAUM52.1%
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$163M
Total Accounts18
10Y AUM Change$-31M (-15.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee4:1
10Y Employee Change+1 (+25.0%)
* 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.