# CIP Capital Management, LLC

> 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.

- CRD: 321225
- Filed as: CIP CAPITAL MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/321225
- AdvisorCensus page: https://advisorcensus.com/firm/cip-capital-management-llc-cambridge-ma-321225

## Quick answers

**How is CIP Capital Management, LLC compensated?**
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).

**Where is CIP Capital Management, LLC located?**
CIP Capital Management, LLC's principal office is in Cambridge, MA, according to its Form ADV.

**Is CIP Capital Management, LLC registered with the SEC or a state?**
CIP Capital Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 321225.

**How much does CIP Capital Management, LLC manage?**
CIP Capital Management, LLC reports $2,642,178 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (0% discretionary).

**What types of clients does CIP Capital Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8).

**Does CIP Capital Management, LLC report any disciplinary disclosures?**
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

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,642,178
- Discretionary: $0
- Non-discretionary: $2,642,178

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $2,642,178 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 0 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports 1 disclosure item on Form ADV Item 11.

### Item 11 questions answered yes
- 11.E(2): 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?

Each question covers the firm and its advisory affiliates: its current employees other than clerical staff, its officers, partners, and directors, and anyone who controls the firm or is controlled by it. One event can produce yes answers to several questions. SEC-registered advisers and exempt reporting advisers may leave out events more than ten years old, and may answer 11.A(2) and 11.B(2) for pending charges only. The detail of each yes answer is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/321225

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CIP Capital Management, LLC (CRD 321225): Form ADV filing data as of October 2026.