RIA Intel›Advisers›Delaware›HIP INVESTOR, INC.

HIP INVESTOR, INC.

Advisory

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$113K

across 237 accounts

AUM per adviser

$9M

3 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$27M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$27M

Discretionary AUM$27M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees4

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA, IL, LA, MA, NC, NY

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

31 clients

16 high-net-worth

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

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Advisers of similar size in DE

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

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AJP FINANCIAL SERVICES, LLC

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CIRRUS CAPITAL MANAGEMENT, LLC

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