Ipi Partners, LLC is a large advisory firm based in Chicago. It manages $1.93 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of California, District of Columbia, Illinois, and Texas.
Ipi Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ipi Partners, LLC is $1.93 billion, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ipi Partners, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Ipi Partners is pooled investment vehicles with 3 clients and $1.93 billion of assets under management. Among the 10 most similar advisory firms, Ipi Partners has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.93 billion for 3 clients. None of the firm’s clients are foreign persons or businesses.
Ipi Partners also advises several private funds. Namely, three real estate funds. The minimum investment commitment required of non-related persons is $10,000 for each fund.
The company employs 9 people that are either part- or full-time employees. 89 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Ipi Partners, LLC performs its advisory services is located at 300 N. Lasalle Street, Chicago, IL 60654, which is also the mailing address of the firm. An additional office of the firm is in Washington, DC. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 312-796-2205. The normal business hours are 8am-5pm pt on Monday - Friday. You can find more information about the New York firm at ipipartners.com/.