# Capital IP Investment Partners LP

> 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.

- CRD: 326733
- Filed as: CAPITAL IP INVESTMENT PARTNERS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/326733
- AdvisorCensus page: https://advisorcensus.com/firm/capital-ip-investment-partners-lp-326733

## Quick answers

**How is Capital IP Investment Partners LP compensated?**
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.

**Is Capital IP Investment Partners LP registered with the SEC or a state?**
Capital IP Investment Partners LP is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 326733.

**How much does Capital IP Investment Partners LP manage?**
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).

**How have Capital IP Investment Partners LP's assets and staff changed since 2023?**
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.

**What types of clients does Capital IP Investment Partners LP serve?**
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).

**Which custodians does Capital IP Investment Partners LP use?**
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.

**Does Capital IP Investment Partners LP report any disciplinary disclosures?**
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

**What changed in Capital IP Investment Partners LP's recent Form ADV filings?**
In the December 2025 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Performance-based fees

### Custodians (Schedule D, Section 5.K(3))
- Inspira Financial Trust, LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $163,451,104
- Discretionary: $78,284,458
- Non-discretionary: $85,166,646

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 10 | $2,932,581 |
| Pooled investment vehicles (other than investment companies and business development companies) | 1 | $78,284,458 |
| Other | 7 | $82,234,065 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other

### Firm details
- Registered since: 2024 (2 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- capitalip.com
- LinkedIn @capital-ip-investment-partners-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | Not reported | Not reported | May 30, 2023 |
| October 2024 | $194,268,502 | 4 | May 30, 2024 |
| October 2025 | $165,589,645 | 4 | May 16, 2025 |
| October 2026 | $163,451,104 | 5 | March 27, 2026 |

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.

## Changes in the filing (last 12 months)

### December 2025
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Capital IP Investment Partners LP (CRD 326733): Form ADV filing data as of October 2026.