RIA Intel›Advisers›Massachusetts›CIP CAPITAL MANAGEMENT, LLC

CIP CAPITAL MANAGEMENT, LLC

Advisory

CAMBRIDGE, MA

Data as of Aug 3, 2026 · Source: SEC Form ADV

Rank in MA

#1,525

of 1,590 advisers by AUM

Average account

$330K

across 8 accounts

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM

$3M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$3M

Discretionary AUM$0

Non-Discretionary AUM$3M

Discretionary %0%

Total Clients8

Team

Total Employees4

Investment Advisers0

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

8 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

LAHOUD & ASSOCIATES LLC

$3M

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$3M

LAKEVIEW FINANCIAL PLANNING, INC.

$3M

JETA GROVE, LLC

$3M

$3M

EAST RIVER CAPITAL MANAGEMENT LLC

$2M

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