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PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC

CRD 288266File 801-111060
APPROVED
Custody
Filing as of May 6, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$6.14B
Top 25% of cohort (national)
Discretionary AUM
$6.14B
Clients
11
11 accounts
Employees
38
Top 25% of cohort in NY

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
NYRO
Registration date
Aug 28, 2017
Principal office
1165 BROADWAY, 5TH FLOOR, NEW YORK, NY, 10001
Phone
212-661-6990

Assets & accounts

ADV Item 5F
Total regulatory AUM
$6.14B
Discretionary AUM
$6.14B
Non-discretionary AUM
$0
Discretionary accounts
11
Non-discretionary accounts
0
Total accounts
11
AUM per client
$557.8M

Clients by type

ADV Item 5D
Client typeClientsAUM
Pooled investment vehicles11$6.14B

Compensation & activities

ADV Items 5E, 5G

Compensation

  • Performance-based fees
  • A percentage of assets under your management

Advisory activities

  • Portfolio management for pooled investment vehicles

Custody

ADV Item 9
Firm Custody Cash
Yes
Firm Custody Assets
Yes
Firm Custody Clients
Yes
Firm Custody Securities
Yes
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
Yes

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

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.