Asset manager
Capital IP Investment Partners LP
SEC-registered investment adviser · CRD 326733 · SEC 801-130179
At a glance
Capital IP Investment Partners LP is an SEC-registered investment adviser based in United States, with $163 million in regulatory assets under management as of its Form ADV filed March 27, 2026. Its largest client group by assets is other, and it reports 10 individual clients. By Form ADV it is a asset manager, ranked 2,188th of 3,218 asset managers and 13,259th of 17,210 SEC-registered advisers by assets.
capitalip.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $163M
- Rank among asset managers
- #2,188 of 3,218
- Rank among all SEC RIAs
- #13,259 of 17,210
- Individual clients
- 10
- High-net-worth clients
- 10
- Accounts
- 18
- Discretionary
- 48% of AUM
- Employees
- 5
- Advisory staff
- 5
- Offices
- 1
Owners and executives on its Form ADV
- Aron DantzigLimited Partner
- Mohamed R. ShahjahanLimited Partner
- Phillip L. DelatorreChief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Other | 7 | $82M | 50% |
| Pooled investment vehicles | 1 | $78M | 48% |
| High-net-worth individuals | 10 | $3M | 2% |
Private funds
Capital IP Investment Partners LP reports 1 private funds with $78M in gross assets: private equity funds (Form ADV Item 7.B).
Disciplinary disclosures
Capital IP Investment Partners LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Other services
How it’s paid
- A percentage of assets under management
- Performance-based fees
Form ADV and brochures on the SEC’s adviser search ↗capitalip.com ↗
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The full record on Capital IP Investment Partners LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 2 years of filings
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- Growth over one, three and five years
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- Rank against 733 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Capital IP Investment Partners LP manage?
Capital IP Investment Partners LP reports $163 million in regulatory assets under management across 18 accounts, 48% of it on a discretionary basis, on its Form ADV filed March 27, 2026.
What kind of firm is Capital IP Investment Partners LP?
Capital IP Investment Partners LP is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Capital IP Investment Partners LP’s clients?
By assets, its largest client types are other ($82 million, 7 clients); pooled investment vehicles ($78 million, 1 clients); high-net-worth individuals ($3 million, 10 clients).
Does Capital IP Investment Partners LP manage private funds?
Yes. It reports 1 private funds with $78 million in gross assets, including private equity funds.
Does Capital IP Investment Partners LP have any disciplinary history?
Capital IP Investment Partners LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Capital IP Investment Partners LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-27), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →