← Directory
IPG INVESTMENT ADVISORS, LLC
CRD 152990File 801-71104
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$4.14B
Top 25% of cohort (national)
Discretionary AUM
$2.87B
Non-discretionary $1.27B
Clients
1,282
1,273 accounts
Employees
39
Top 25% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 3, 2010
- Principal office
- 501 WEST BROADWAY, SUITE 1350, SAN DIEGO, CA, 92101
- Phone
- 619-326-1200
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $4.14B
- Discretionary AUM
- $2.87B
- Non-discretionary AUM
- $1.27B
- Discretionary accounts
- 1,141
- Non-discretionary accounts
- 132
- Total accounts
- 1,273
- AUM per client
- $3.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 503 | $2.20B |
| Charitable organizations | Fewer than 5 | $874K |
| High net worth individuals | 762 | $1.27B |
| Pooled investment vehicles | 9 | $666.0M |
| Pension and profit sharing plans | Fewer than 5 | $3.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Commissions
- Other (described) — FAMILY OFFICE, SERVICE , FINDER'S FEES $ 12B1 FEES VIA AFFLT
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11- Q11
- Q11C4
- Q11C5
- Q11E2
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 1,154 | 1,282 | increased by128 |
| Apr 1, 2026 | AUM | $3,818,509,733 | $4,136,495,918 | increased by$317,986,185 |
| Apr 1, 2026 | Accounts | 1,154 | 1,273 | increased by119 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 24 | 39 | increased by15 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 1,192 | 1,154 | decreased by38 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $2,861,780,021 | $3,818,509,733 | increased by$956,729,712 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,192 | 1,154 | decreased by38 |
| Apr 1, 2022 | Employees | 31 | 24 | decreased by7 |
| Apr 1, 2022 | Clients | 920 | 1,192 | increased by272 |
| Apr 1, 2022 | AUM | $2,368,972,746 | $2,861,780,021 | increased by$492,807,275 |
| Apr 1, 2022 | Accounts | 920 | 1,192 | increased by272 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “IPG INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“IPG INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.