The IPI GROUP is a privately held investment adviser that advises $3.89Bn in regulatory assets under management held in 1 SEC fund types across 3 investment strategies. IPI GROUP is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets increased by 5.31% over the last 5-years.
The Group has been registered with the SEC for 20.47 years and is comprised of 1 filing and 0 relying advisers. They operate out of 2 office locations with their Headquarters at 1903 SAN PEDRO AVENUE, SAN ANTONIO, TEXAS. The Group has been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 13 employees comprised of 5 investment and 8 non-investment staff. The total number of Employees decreased by 7.14% over the last 5-years.
Their $3.89Bn in assets advised are owned by 3 private funds, 0 public funds and BDCs and 31 other accounts. Assets of Banking of Thrift Institutions clients own $3.81Bn or 97.85% of Total Assets and Pooled Investment Vehicles (Not IC or BDC) own $43.86mn or 1.13% of Total Assets.
The Group's top investment strategies include Long/Short Equity, Multi Strat and FI/Credit - Diverse, representing 44.9%, 35.6% and 19.5% of total assets, respectively.
They advise 5 types of clients, top clients are Banking of Thrift Institutions and Pooled Investment Vehicles (Not IC or BDC).
The Group uses 0 Fund Administrators, 1 Fund Auditors, 1 Prime Brokers, 1 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 3 private funds with $43.86mn in assets.
The Group discloses advisory fees, fixed fees, management fees and performance-based fees.
IPI GROUP names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.