{
  "crd_number": 321225,
  "slug": "cip-capital-management-llc-cambridge-ma-321225",
  "primary_business_name": "CIP CAPITAL MANAGEMENT, LLC",
  "legal_name": "CIP CAPITAL MANAGEMENT, LLC",
  "dbas": [],
  "city": "Cambridge",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-01-11",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 2642178.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 2642178.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 4,
  "advisory_employees": 0,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 2642178.0,
      "count": 8
    }
  },
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "other",
    "pension_consulting"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 1,
  "states_registered": [
    "MA"
  ],
  "websites": [],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/321225",
  "disclosure_items": [
    {
      "item": "11.E(2)",
      "question": "Has a self-regulatory organization or a commodities exchange ever found that the firm or an advisory affiliate was involved in a violation of its rules, other than a minor rule violation under a plan the SEC approved?"
    }
  ],
  "city_as_filed": "CAMBRIDGE",
  "url": "https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225",
  "display_name": "CIP Capital Management, LLC",
  "summary": "CIP Capital Management, LLC is a state-registered investment advisory firm in Cambridge, MA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. CIP Capital Management, LLC (CRD 321225): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Pension consulting services",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is CIP Capital Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), CIP Capital Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is CIP Capital Management, LLC located?",
      "a": "CIP Capital Management, LLC's principal office is in Cambridge, MA, according to its Form ADV."
    },
    {
      "q": "Is CIP Capital Management, LLC registered with the SEC or a state?",
      "a": "CIP Capital Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 321225."
    },
    {
      "q": "How much does CIP Capital Management, LLC manage?",
      "a": "CIP Capital Management, LLC reports $2,642,178 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (0% discretionary)."
    },
    {
      "q": "What types of clients does CIP Capital Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8)."
    },
    {
      "q": "Does CIP Capital Management, LLC report any disciplinary disclosures?",
      "a": "Reports 1 disclosure item on Form ADV Item 11: yes answers to 11.E(2) (self-regulatory organization's finding of a rule violation). Each question covers the firm and its advisory affiliates, and one event can produce several yes answers. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321225"
    }
  ],
  "filing_history": [],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 8,
      "fewer_than_5": false,
      "raum": 2642178.0
    }
  ],
  "disclosure_line": "Reports 1 disclosure item on Form ADV Item 11.",
  "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/321225",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}