Aip Acquisition Company, LLC (Safety Harbor)


Aip Acquisition Company, LLC is a large advisory firm based in Safety Harbor. It manages $556.97 million of regulatory assets for 1,525 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.

Aip Acquisition Company provides portfolio management for individuals and small businesses and 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.

Aip Acquisition Company: assets under management

The assets under management (AUM) of Aip Acquisition Company, LLC is $556.97 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $556.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aip Acquisition Company, 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.

Careers at Aip Acquisition Company, LLC

Douglas William Case has been acting as President since 1 Apr 2009. Bryan Edward Stypul joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Thomas Patrick Zidar Chairman, chief executive officer, chief compliance officer 1 Feb 2009 Other 2128329
L.L.C. Wayne Hummer Asset Management Company Direct owner 1 Feb 2009 75% - 100% 110757
Daniel Joseph Cardell Manager/vice president 1 Feb 2009 Other 2761476
Todd D Doersch Manager/vice president 1 Feb 2009 Other 4682560
Douglas William Case President/chief investment officer/manager 1 Apr 2009 Other 4360788
Bryan Edward Stypul Chief financial officer 1 Apr 2009 Other 4360826
Matie Suzanne Krebs Chief compliance officer 1 Apr 2009 Other 4699514
Jon Edward Quigley Vice president/secretary/manager 1 Apr 2009 Other 2653565

Indirect Owners

The SEC currently registers 13 indirect owners.

Name Entity Date acquired Ownership Employer ID
Whamco Holding Company Corporate parent, member 1 Nov 2008 75% - 100% 36-3153396
Wintrust Financial Corporation Direct owner 1 Nov 2008 75% - 100% 36-3873352
David Alan Dykstra Manager 1 Nov 2008 Other 4496751
John Stoll Lillard Manager 1 Nov 2008 Other 309614
Stanley Robert Weinberger Manager 1 Nov 2008 Other 4588175
Bert Atwater Getz Manager 1 Nov 2008 Other 4588181
Keith John Kotche Manager 1 Nov 2008 Other 4868782
Daniel Joseph Cardell Manager 1 Nov 2008 Other 2761476
Todd D Doersch Manager 1 Nov 2008 Other 4682560
Scott Keith Heitmann Manager 1 Nov 2008 Other 2351200
Thomas Patrick Zidar Manager 1 Nov 2008 Other 2128329
Whamco Holding Company Corporate parent 1 Feb 2009 75% - 100% 36-3153396
Wintrust Financial Corporation Direct owner 1 Feb 2009 75% - 100% 36-3873352

Based in Safety Harbor

The principal office where Aip Acquisition Company, LLC performs its advisory services is located at 100 Main Street, #301, Safety Harbor, FL 34695, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-799-3671 or by fax 727-799-1232. The normal business hours are 8:00am-5:00pm on Monday - Friday.