{
  "crd_number": 326733,
  "slug": "capital-ip-investment-partners-lp-326733",
  "primary_business_name": "CAPITAL IP INVESTMENT PARTNERS LP",
  "legal_name": "CAPITAL IP INVESTMENT PARTNERS LP",
  "dbas": [],
  "city": null,
  "state": null,
  "country": null,
  "cbsa_code": null,
  "metro": null,
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2024-05-07",
  "years_registered": 2,
  "period": "2026-10-01",
  "filing_date": "2026-03-27",
  "carried_forward": false,
  "raum_total": 163451104.0,
  "raum_discretionary": 78284458.0,
  "raum_non_discretionary": 85166646.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 5,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 82234065.0,
      "count": 7,
      "description": "SEPARATELY MANAGED ACCOUNTS"
    },
    "high_net_worth_individuals": {
      "raum": 2932581.0,
      "count": 10
    },
    "pooled_investment_vehicles": {
      "raum": 78284458.0,
      "count": 1
    }
  },
  "compensation_types": [
    "percentage_of_aum",
    "performance_based"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals",
    "portfolio_management_pooled_vehicles"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ"
  ],
  "websites": [
    "https://capitalip.com",
    "https://linkedin.com/company/capital-ip-investment-partners-llc/about"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326733",
  "city_as_filed": null,
  "url": "https://advisorcensus.com/firm/capital-ip-investment-partners-lp-326733",
  "display_name": "Capital IP Investment Partners LP",
  "summary": "Capital IP Investment Partners LP is an SEC-registered investment advisory firm, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.",
  "citation": "AdvisorCensus. Capital IP Investment Partners LP (CRD 326733): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Performance-based fees"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for pooled investment vehicles (other than investment companies)",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Capital IP Investment Partners LP compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Capital IP Investment Partners LP reports these compensation arrangements: a percentage of assets under its management; performance-based fees. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Is Capital IP Investment Partners LP registered with the SEC or a state?",
      "a": "Capital IP Investment Partners LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 326733."
    },
    {
      "q": "How much does Capital IP Investment Partners LP manage?",
      "a": "Capital IP Investment Partners LP reports $163,451,104 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (48% discretionary)."
    },
    {
      "q": "How have Capital IP Investment Partners LP's assets and staff changed since 2023?",
      "a": "In the Form ADV data for Capital IP Investment Partners LP: Regulatory assets under management: $194,268,502 in the October 2024 data and $163,451,104 in the October 2026 data, down 16%. Total employees: 4 in October 2024 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Capital IP Investment Partners LP serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (10); other (7); pooled investment vehicles (other than investment companies and business development companies) (1)."
    },
    {
      "q": "Which custodians does Capital IP Investment Partners LP use?",
      "a": "Capital IP Investment Partners LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Inspira Financial Trust, LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Capital IP Investment Partners LP report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/326733"
    },
    {
      "q": "What changed in Capital IP Investment Partners LP's recent Form ADV filings?",
      "a": "In the December 2025 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": null,
      "filing_date": "2023-05-30"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 194268502.0,
      "total_employees": 4,
      "filing_date": "2024-05-30"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 165589645.0,
      "total_employees": 4,
      "filing_date": "2025-05-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 163451104.0,
      "total_employees": 5,
      "filing_date": "2026-03-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Inspira Financial Trust, LLC",
      "name_as_filed": "INSPIRA FINANCIAL TRUST, LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/capital-ip-investment-partners-lp-326733.md",
  "clients": [
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 10,
      "fewer_than_5": false,
      "raum": 2932581.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 1,
      "fewer_than_5": false,
      "raum": 78284458.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 7,
      "fewer_than_5": false,
      "raum": 82234065.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326733",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}