RIA Intel›Advisers›California›IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC

Advisory

N·SAN DIEGO, CA

Data as of Mar 25, 2026 · Source: SEC Form ADV

Total AUM

$4.1B

1-Year AUM Growth

+8.9%

3-Year CAGR

+10.1%

Employees

38

Assets Under Management

Total AUM$4.1B

Discretionary AUM$2.9B

Non-Discretionary AUM$1.3B

Discretionary %73.8%

Total Clients1,154

Team

Total Employees38

Investment Advisers39

Employee Growth (1Y)+34.5%

Private Funds

Number of Private Funds5

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record41

First FilingFeb 4, 2010

Latest FilingMar 25, 2026

🔒 Full AUM trend chart and 41 historical filings spanning 16+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on IPG INVESTMENT ADVISORS, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.