Data / Investment advisers / California / Ipg Investment Advisors, LLC
Ipg Investment Advisors, LLC, San Diego, CA: $4.1 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Ipg Investment Advisors, LLC is an SEC registered investment adviser with its main office in San Diego, California and reports $4.1 billion in regulatory assets under management in its Form ADV filed October 29, 2026. Its clients include corporations and other businesses, high net worth individuals and pooled investment vehicles. It is paid through a percentage of assets under management, fixed fees and commissions. It advises 1 private fund.
The request: Watch Ipg Investment Advisors, LLC (CRD number 152990): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 152990
- SEC file number
- 801-71104
- SEC status
- Approved, effective March 3, 2010
- Main office
- 501 West Broadway Suite 1350, San Diego, CA 92101
- Phone
- (619) 326-1200
- Regulatory AUM
- $4,136,495,918 in the Form ADV filed October 29, 2026
- Discretionary AUM
- $2,865,458,659
- Non discretionary AUM
- $1,271,037,259
- Accounts
- 1,273
- Employees
- 39, of which 38 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees, commissions, performance based fees, other fees
- Private funds
- 1: 1 other private fund
- Gross assets of private funds
- $20,662,789
- Other offices
- 10
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, self-regulatory organization actions
- Latest Form ADV filing
- October 29, 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 |
|---|---|---|
| Corporations or other businesses | 503 | $2.20 billion |
| High net worth individuals | 762 | $1.27 billion |
| Pooled investment vehicles | 9 | $666 million |
| Pension and profit sharing plans | 4 | $3.4 million |
| Charitable organizations | 4 | $873,769 |
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 | $4.14 billion | March 25, 2026 |
| December 1, 2025 | $3.82 billion | September 19, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| LM Capital Group, LLC | San Diego | $6.10 billion | Not listed | adviserinfo.sec.gov |
| American Assets Investment Management, LLC | San Diego | $5.87 billion | 1 | adviserinfo.sec.gov |
| Metis Global Partners, LLC | San Diego | $5.67 billion | 13 | adviserinfo.sec.gov |
| Dunham | San Diego | $5.63 billion | 1 | adviserinfo.sec.gov |
| Globeflex Capital LP | San Diego | $4.60 billion | 4 | adviserinfo.sec.gov |
| Kingswood Wealth Advisors, LLC | San Diego | $3.80 billion | Not listed | adviserinfo.sec.gov |
| Neos Partners, LP | San Diego | $3.77 billion | 8 | adviserinfo.sec.gov |
| Counterpoint Funds | San Diego | $3.24 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving corporations and other businesses
- Advisers serving high net worth individuals
- Advisers that manage private funds
- Ipg Investment 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.