Data / Investment advisers / Florida / Cip Pe Advisors, LLC
Cip Pe Advisors, LLC, West Palm Beach, FL: $1.9 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Cip Pe Advisors, LLC is an SEC registered investment adviser with its main office in West Palm Beach, Florida and reports $1.9 billion in regulatory assets under management in its Form ADV filed July 23, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 10 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 338119
- SEC file number
- 801-134409
- SEC status
- Approved, effective December 8, 2025
- Main office
- 360 S. Rosemary Ave Suite 1700, West Palm Beach, FL 33401
- Phone
- (561) 727-2000
- Regulatory AUM
- $1,920,476,487 in the Form ADV filed July 23, 2026
- Discretionary AUM
- $1,920,476,487
- Accounts
- 10
- Employees
- 23, of which 19 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 10: 10 private equity funds
- Gross assets of private funds
- $1,956,761,746
- Umbrella registration
- 2 relying advisers
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- July 23, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 10 | $1.92 billion |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $1.92 billion | March 31, 2026 |
| January 2, 2026 | $2.16 billion | December 19, 2025 |
Other advisers in West Palm Beach
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Skye Global Management LP | West Palm Beach | $5.21 billion | 1 | adviserinfo.sec.gov |
| Siris Capital Group, LLC | West Palm Beach | $4.09 billion | 10 | adviserinfo.sec.gov |
| Tremblant Advisors LP | West Palm Beach | $3.27 billion | Not listed | adviserinfo.sec.gov |
| Comvest Advisors LLC | West Palm Beach | $2.43 billion | 8 | adviserinfo.sec.gov |
| Sterling Investment Management | West Palm Beach | $2.41 billion | 13 | adviserinfo.sec.gov |
| A&M Private Wealth Partners, LLC | West Palm Beach | $1.83 billion | Not listed | adviserinfo.sec.gov |
| Commonwealth Credit Advisors, LLC | West Palm Beach | $1.73 billion | 1 | adviserinfo.sec.gov |
| Wexford Capital LP | West Palm Beach | $1.72 billion | 13 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in West Palm Beach, FL
- Investment advisers in Florida
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Cip Pe Advisors, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.