Asset manager · SAN Diego, CA
IPG Investment Advisors, LLC
SEC-registered investment adviser · CRD 152990 · SEC 801-71104
At a glance
IPG Investment Advisors, LLC is an SEC-registered investment adviser based in SAN Diego, California, with $4.1 billion in regulatory assets under management as of its Form ADV filed March 25, 2026. Its largest client group by assets is corporations or other businesses, and it reports 762 individual clients. By Form ADV it is a asset manager, ranked 766th of 3,218 asset managers and 2,375th of 17,210 SEC-registered advisers by assets.
Main office 619-326-1200As filed on Form ADV
- Regulatory AUM
- $4.1B
- Rank among asset managers
- #766 of 3,218
- Rank among all SEC RIAs
- #2,375 of 17,210
- Rank in California
- #252 of 1,873
- Individual clients
- 762
- High-net-worth clients
- 762
- Accounts
- 1,273
- Discretionary
- 69% of AUM
- Employees
- 39
- Advisory staff
- 38
- Offices
- 11
Owners and executives on its Form ADV
- Martha E. Soto AcevesCFO
- Adolfo GonzalezrubioChairman / Trustee of the Agcx Trust
- Alberto BenreyChief Executive Officer / Trustee of the Benrey Family Trust
- Darius N. LashkariChief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
IPG Investment Advisors, LLC is a hybrid RIA: 32 of its employees are also registered representatives of a broker-dealer. It names an affiliated broker-dealer: Investment Placement Group.
- Investment Placement Group ↗CRD 14458
An introducing broker-dealer: its trades clear through Pershing, which holds the brokerage accounts. Its annual audited report filed with the SEC, February 2026
Its Form ADV brochure (filed March 2026) names Investment Placement Group as the broker-dealer its advisers are registered with.
Several or more IPG Advisors’ IARs are also dually associated as registered representatives/foreign associates with our affiliate broker-dealer, IPG.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Corporations or other businesses | 503 | $2.2B | 53% |
| High-net-worth individuals | 762 | $1.3B | 31% |
| Pooled investment vehicles | 9 | $666M | 16% |
| Pension and profit sharing plans | 4 | $3M | <1% |
| Charitable organizations | 4 | $1M | <1% |
Private funds
IPG Investment Advisors, LLC reports 1 private funds with $21M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
IPG Investment Advisors, LLC answers yes to 4 disclosure items in Item 11 of Form ADV (criminal, regulatory or civil matters involving the firm or its advisory affiliates). Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
- Commissions
- Performance-based fees
- Other
Form ADV and brochures on the SEC’s adviser search ↗
SEC and FINRA actions
- SEC, Aug 12, 2026Fiduciary duty and conflicts. Outcome in the release.Official release
AtlasMembers
The full record on IPG Investment Advisors, LLC
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, ten years of filings
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- Growth over one, three and five years
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- Rank against 744 peers of its type and size
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- Owners and executives, with titles and stakes
- 4 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 2Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does IPG Investment Advisors, LLC manage?
IPG Investment Advisors, LLC reports $4.1 billion in regulatory assets under management across 1,273 accounts, 69% of it on a discretionary basis, on its Form ADV filed March 25, 2026.
What kind of firm is IPG Investment Advisors, LLC?
IPG Investment Advisors, LLC 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 IPG Investment Advisors, LLC’s clients?
By assets, its largest client types are corporations or other businesses ($2.2 billion, 503 clients); high-net-worth individuals ($1.3 billion, 762 clients); pooled investment vehicles ($666 million, 9 clients).
Does IPG Investment Advisors, LLC manage private funds?
Yes. It reports 1 private funds with $21 million in gross assets, including other private funds.
Does IPG Investment Advisors, LLC have any disciplinary history?
IPG Investment Advisors, LLC answers yes to 4 disclosure items in Item 11 of Form ADV, which covers criminal, regulatory and civil matters involving the firm or its advisory affiliates. The details are on the SEC’s adviser search.
Where these numbers come from
Every figure is IPG Investment Advisors, LLC’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 (2026-03-25), 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 →