Ipi Partners, LLC
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Overview
Ipi Partners, LLC is an advisory firm headquartered in Chicago, Illinois. The company manages $7.7 billion in total assets over nine accounts, placing it among the largest financial advisory firms in the United States by assets under management (AUM). The firm has an average-sized group, including 30 financial advisors. Ipi Partners, LLC does not act as a registered broker-dealer, meaning the firm is not able to buy and sell securities for its own accounts as well as its clients' and instead has to go through a broker-dealer firm to do so. Securities are defined as tradable fiscal investments such as options, bonds and stocks.
Ipi Partners, LLC administers all of the firm's accounts on a discretionary basis. Discretionary management signifies that buy and sell choices are made by a portfolio manager without needing to seek client approval. The firm's average account size is $857.7 million. An average financial advisor at Ipi Partners, LLC manages fewer than one client account, placing it among the most individualized advisor firms in the country.
Ipi Partners, LLC's central office is at 300 N. Lasalle Street, Chicago, Illinois 60654. Ipi Partners, LLC is legally permitted to serve investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Ipi Partners, LLC by the Numbers
$7.7 billion
44
9
$857.7 million
Fee Structure
Fees for financial advisory services typically are based on which services are provided. Fees billed by the company likely include any combination of the following fee structures: asset-based or performance-based. The firm does not supply a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
It provides services to pooled investment vehicles. Out of its nine accounts, Ipi Partners, LLC's largest client by number of accounts is pooled investment vehicles. Around 25% of its accounts reside abroad.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Ipi Partners, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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