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AIP CAPITAL ADVISORS LLC

STAMFORD, CT · CRD 328465 · IAPD ↗ · aipcapital.com · 203-487-8200

$340.0MRegulatory AUM
14Advisory reps
15Employees
0Clients
n/aPlanning clients
1Private funds
1States
2Disclosures
fundSegment
ApprovedSEC status

Filing changes

53
March 2026 — AIP CAPITAL ADVISORS LLC now reports custody of client assets ($360.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
38
August 2025 — AIP CAPITAL ADVISORS LLC added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
58
April 2025 — AIP CAPITAL ADVISORS LLC grew from 7 to 12 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
58
October 2024 — AIP CAPITAL ADVISORS LLC reported RAUM up 192% ($125.0M -> $365.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
58
October 2024 — AIP CAPITAL ADVISORS LLC now reports 1 private fund(s) ($240.0M gross).
Firm reports private funds for the first time.
Fund administrationCompliance
60
August 2024 — AIP CAPITAL ADVISORS LLC's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
85
April 2024 — AIP CAPITAL ADVISORS LLC (STAMFORD, CT) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 7 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.