# The Investment and Philanthropy Corporation

> The Investment and Philanthropy Corporation is a state-registered investment advisory firm in Sausalito, CA, registered since 2002, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 23, 2026.

- CRD: 118178
- Filed as: THE INVESTMENT AND PHILANTHROPY CORPORATION
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sausalito, CA
- Filing period: October 2026
- Form ADV filing dated: July 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/118178
- AdvisorCensus page: https://advisorcensus.com/firm/the-investment-and-philanthropy-corporation-sausalito-ca-118178

## Quick answers

**How is The Investment and Philanthropy Corporation compensated?**
On its Form ADV (Item 5.E, October 2026), The Investment and Philanthropy Corporation reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Investment and Philanthropy Corporation located?**
The Investment and Philanthropy Corporation's principal office is in Sausalito, CA, according to its Form ADV.

**Is The Investment and Philanthropy Corporation registered with the SEC or a state?**
The Investment and Philanthropy Corporation is a state-registered investment advisory firm, registered since 2002. Status as filed: APPROVED. CRD 118178.

**How much does The Investment and Philanthropy Corporation manage?**
The Investment and Philanthropy Corporation reports $28,000,000 in regulatory assets under management in its Form ADV filing dated July 23, 2026 (100% discretionary).

**What types of clients does The Investment and Philanthropy Corporation serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (29); high net worth individuals (7); charitable organizations (2).

**Does The Investment and Philanthropy Corporation 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/118178

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $28,000,000
- Discretionary: $28,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 29 | $13,500,000 |
| High net worth individuals | 7 | $12,500,000 |
| Charitable organizations | 2 | $2,000,000 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2002 (24 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [sfmoney.com](https://sfmoney.com)

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Investment and Philanthropy Corporation (CRD 118178): Form ADV filing data as of October 2026.