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GIP INVESTMENT ADVISER LLC

WEST PALM BEACH, FL · CRD 300541 · IAPD ↗ · ksvglobal.com · 561-567-9220

$198.0MRegulatory AUM
4Advisory reps
5Employees
0Clients
n/aPlanning clients
6Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

30
April 2026 — GIP INVESTMENT ADVISER LLC reported RAUM down 56% ($445.1M -> $198.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2025 — GIP INVESTMENT ADVISER LLC reported RAUM up 35% ($329.4M -> $445.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
30
April 2024 — GIP INVESTMENT ADVISER LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
33
April 2024 — GIP INVESTMENT ADVISER LLC moved its main office from BOSTON, MA to WEST PALM BEACH, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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