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CAPITAL IP INVESTMENT PARTNERS LP
CRD 326733File 801-130179
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$163.5M
Bottom 25% of cohort (national)
Discretionary AUM
$78.3M
Non-discretionary $85.2M
Clients
11
18 accounts
Employees
5
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- May 7, 2024
- Principal office
- Not reported
- Phone
- 646-287-8753
- Website
- https://capitalip.com/
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $163.5M
- Discretionary AUM
- $78.3M
- Non-discretionary AUM
- $85.2M
- Discretionary accounts
- 1
- Non-discretionary accounts
- 17
- Total accounts
- 18
- AUM per client
- $14.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 10 | $2.9M |
| Pooled investment vehicles | 1 | $78.3M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- Yes
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 18 | 11 |
| Aug 12, 2026 | Registration | — | APPROVED |
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.