RIA IntelAdvisersNew YorkPRIMARY WAVE IP INVESTMENT MANAGEMENT LLC

PRIMARY WAVE IP INVESTMENT MANAGEMENT LLC

Advisory

N·NEW YORK, NY

Data as of Mar 31, 2026 · Source: SEC Form ADV

Total AUM
$5.9B
1-Year AUM Growth
+12.4%
3-Year CAGR
+51.4%
Employees
22
Assets Under Management
Total AUM$5.9B
Discretionary AUM$5.9B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients9
Team
Total Employees22
Investment Advisers38
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record14
First FilingJul 28, 2017
Latest FilingMar 31, 2026
🔒 Full AUM trend chart and 14 historical filings spanning 9+ years
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Registration
Status
Registration Date
SEC RegisteredYes
Exempt ReportingNo
Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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