# HIP Investor, Inc.

> HIP Investor, Inc. is a state-registered investment advisory firm, registered since 2009, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 149825
- Filed as: HIP INVESTOR, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/149825
- AdvisorCensus page: https://advisorcensus.com/firm/hip-investor-inc-149825

## Quick answers

**How is HIP Investor, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), HIP Investor, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; subscription fees (for a newsletter or periodical); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is HIP Investor, Inc. registered with the SEC or a state?**
HIP Investor, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 149825.

**How much does HIP Investor, Inc. manage?**
HIP Investor, Inc. reports $26,699,627 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does HIP Investor, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (16); individuals (other than high net worth individuals) (15).

**Does HIP Investor, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/149825

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Subscription fees (for a newsletter or periodical)
- Other

### Regulatory assets under management (Item 5.F)
- Total: $26,699,627
- Discretionary: $26,699,627
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 15 | $3,319,522 |
| High net worth individuals | 16 | $17,982,441 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Fewer than 5 | $4,280,329 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,117,335 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2009 (17 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, IL, LA, MA, NC, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [bsky.app/profile/hipinvestor.bsky.social](https://bsky.app/profile/hipinvestor.bsky.social)
- [hipinvestor.com](https://hipinvestor.com)
- [impactratedbonds.com](https://impactratedbonds.com)
- Facebook @HIPINVESTOR
- Facebook @HIPINVESTORBOOK
- LinkedIn @HIP-INVESTOR
- X @HIPINVESTOR

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. HIP Investor, Inc. (CRD 149825): Form ADV filing data as of October 2026.