← Tributary

IPI PARTNERS, LLC

CHICAGO, IL · CRD 284694 · IAPD ↗ · ipipartners.com · 312-796-2200

$9.61BRegulatory AUM
40Advisory reps
67Employees
0Clients
n/aPlanning clients
17Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
February 2025 — IPI PARTNERS, LLC (CHICAGO, IL) left the SEC roster (was $9.61B RAUM, 40 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
65
April 2024 — IPI PARTNERS, LLC grew from 30 to 40 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.