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CAPITAL IP INVESTMENT PARTNERS LP

· CRD 326733 · IAPD ↗ · capitalip.com · 646-287-8753

$163.5MRegulatory AUM
5Advisory reps
5Employees
0Clients
0Planning clients
1Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
December 2025 — CAPITAL IP INVESTMENT PARTNERS LP now reports custody of client assets ($331.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
95
June 2024 — CAPITAL IP INVESTMENT PARTNERS LP (location n/a) is newly SEC-registered with $194.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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