Cip Capital
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Overview
Cip Capital operates as a financial advisory firm located in New York, New York. Cip Capital handles $500.1 million in total assets across three customer accounts, making it one of the bigger financial advisory firms in the nation by assets under management (AUM). The firm has a small team, including 5 financial advisors. Cip Capital is not a registered broker-dealer, meaning the firm cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer company to do so. Securities are tradable fiscal investments such as options, equities and bonds.
Cip Capital oversees all of its accounts on a discretionary basis. Discretionary management signifies that an investment advisor makes buy and sell judgments for the client's account without requiring the customer's permission. The company's typical account size is $166.7 million. The typical advisor at Cip Capital oversees fewer than one client account, placing it among the most personalized advisor firms in the country.
Cip Capital's headquarters is located at 400 Madison Avenue, New York, New York 10017.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Cip Capital by the Numbers
$500.1 million
5
3
$166.7 million
Fee Structure
A financial advisor's fees typically are based on which services the firm provides the client. Fees billed by the company likely consist of the following fee structures: asset-based or performance-based. The firm does not participate in a wrap fee program, in which the company offers a bundle of services 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
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm works with pooled investment vehicles. Out of its three clients, Cip Capital's largest client by number of accounts is pooled investment vehicles. None of the company's accounts are represented by non-U.S. persons.
- 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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The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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