AdvisorCensus by AdvisorSEO Max

AdvisorCensus / Financial advisors / Florida / Miami / Ipcp Management, LLC

Ipcp Management, LLC

Boca Raton, FLSEC-registered investment adviserCRD 316853

Filed as IPCP MANAGEMENT, LLC

Ipcp Management, LLC is an SEC-registered investment advisory firm in Boca Raton, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

1 year
registered since 2025
$345,577,803
assets under management
2 arrangements
Percentage of assets, Performance-based
None
disclosure items (Item 11)

Quick answers

From the filing

How is Ipcp Management, LLC compensated?

On its Form ADV (Item 5.E, October 2026), Ipcp Management, LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.

Where is Ipcp Management, LLC located?

Ipcp Management, LLC's principal office is in Boca Raton, FL, according to its Form ADV.

Is Ipcp Management, LLC registered with the SEC or a state?

Ipcp Management, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 316853.

How much does Ipcp Management, LLC manage?

Ipcp Management, LLC reports $345,577,803 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (78% discretionary).

What types of clients does Ipcp Management, LLC serve?

By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (7).

Does Ipcp Management, LLC 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/316853

From the Form ADV filing

Every figure below is as the firm filed it with regulators, as of October 2026.

How the firm is compensated

Item 5.E
  • A percentage of assets under your management
  • Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Fees and minimums

Form ADV Part 2A

The brochure lists different fees for different services or strategies. See the firm's brochure (dated March 31, 2026) for its fees and any account minimum, on the SEC's IAPD site.

Regulatory assets under management

Item 5.F
$345,577,803

$345,577,803 as of October 2026, filing dated March 31, 2026.

Discretionary: $269,196,136.Non-discretionary: $76,381,667.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

Who the firm serves

Item 5.D
Pooled investment vehicles (other than investment companies and business development companies)
Clients 7 Assets $345,577,803 (100%)

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

Advisory services

Item 5.G
  • Portfolio management for pooled investment vehicles (other than investment companies)

Registration and firm details

Items 1, 2, 5
Registration
SEC-registered investment adviser. Status as filed: Approved.
Registered since
2025 (1 year)
Employees
Total: 12. Performing investment advisory functions: 4.
Wrap fee program participation
No.
States registered or notice-filed
1 state or jurisdiction
FL

SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

Disclosures

Item 11

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Assets and staff over time

Items 5.A, 5.F
Data periodAssets under managementEmployeesFiling dated
October 2026$345,577,80312March 31, 2026
October 2024Not reportedNot reportedMarch 29, 2024
October 2023Not reportedNot reportedMarch 30, 2023
October 2022Not reportedNot reportedApril 15, 2022

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

Changes in the filing

Last 12 months

No changes to these filed facts in the last 12 months of filing data.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.

Websites listed on Form ADV

Item 1.I
ipcappartners.com

Source: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."

Cite this page

AdvisorCensus. Ipcp Management, LLC (CRD 316853): Form ADV filing data as of October 2026.
https://advisorcensus.com/firm/ipcp-management-llc-boca-raton-fl-316853