IPG INVESTMENT ADVISORS, LLC
CRD #152990 SEC #801-71104 SAN DIEGO, CA 619-326-1200
SEC Registered Private Funds Disclosures
Total AUM
$3.8B
Discretionary
$2.8B
Employees
39
Clients
0
Accounts
1,154
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $3.8B | $2.8B | $999M | 39 | 0 |
| Dec 2025 | $3.8B | $2.8B | $999M | 39 | 0 |
| Sep 2025 | $3.8B | $2.8B | $999M | 39 | 0 |
| Aug 2025 | $3.8B | $2.8B | $999M | 39 | 0 |
| Mar 2025 | $3.8B | $2.8B | $999M | 39 | 0 |
| Mar 2024 | $3.5B | $2.5B | $972.5M | 39 | 0 |
| Oct 2023 | $2.7B | $1.9B | $866.7M | 34 | 0 |
| Mar 2023 | $2.7B | $1.9B | $866.7M | 34 | 0 |
| Jan 2023 | $2.9B | $2.1B | $788.3M | 24 | 0 |
| Apr 2022 | $2.9B | $2.1B | $788.3M | 24 | 0 |
| Mar 2022 | $2.9B | $2.1B | $788.3M | 24 | 0 |
| Oct 2021 | $2.4B | $1.5B | $872.7M | 31 | 0 |
| Jun 2021 | $2.4B | $1.5B | $872.7M | 31 | 0 |
| Apr 2021 | $2.4B | $1.5B | $872.7M | 31 | 0 |
| Mar 2021 | $2.4B | $1.5B | $872.7M | 31 | 0 |
| Jun 2020 | $2B | $1.3B | $692.8M | 33 | 0 |
| Jun 2020 | $2B | $1.3B | $692.8M | 33 | 0 |
| May 2020 | $2B | $1.3B | $692.8M | 33 | 0 |
| Mar 2020 | $2B | $1.3B | $692.8M | 33 | 0 |
| Mar 2019 | $1.4B | $1.2B | $209.1M | 29 | 0 |
| Nov 2018 | $1.4B | $1.2B | $216.6M | 29 | 0 |
| Oct 2018 | $1.4B | $1.2B | $216.6M | 29 | 0 |
| Oct 2018 | $1.4B | $1.2B | $216.6M | 29 | 0 |
| Apr 2018 | $1.4B | $1.2B | $216.6M | 28 | 0 |
| Mar 2018 | $1.4B | $1.2B | $216.6M | 28 | 0 |
| Mar 2017 | $1.3B | $1.1B | $219.6M | 26 | 800 |
| Sep 2016 | $938.9M | $926.2M | $12.6M | 17 | 700 |
| Apr 2016 | $938.9M | $926.2M | $12.6M | 17 | 700 |
| Mar 2016 | $938.9M | $926.2M | $12.6M | 17 | 700 |
| Sep 2015 | $1B | $999.8M | $13.3M | 16 | 700 |
| Sep 2015 | $1B | $999.8M | $13.3M | 16 | 700 |
| Mar 2015 | $987.5M | $974.4M | $13.1M | 16 | 700 |
| Nov 2014 | $978.6M | $965.5M | $13.1M | 16 | 700 |
| Mar 2014 | $907.7M | $894.8M | $12.9M | 16 | 700 |
| Jul 2013 | $767.3M | $767.3M | $0 | 15 | 700 |
| Mar 2013 | $767.3M | $767.3M | $0 | 15 | 700 |
| May 2012 | $643.7M | $643.7M | $0 | 11 | 600 |
| Jan 2012 | $643.7M | $643.7M | $0 | 11 | 600 |
| Jan 2012 | $667.2M | $667.2M | $0 | 11 | 600 |
| Mar 2011 | $530.5M | $530.5M | $0 | -- | -- |
| Mar 2011 | $530.5M | $530.5M | $0 | -- | -- |
| Mar 2011 | $530.5M | $530.5M | $0 | -- | -- |
| Jul 2010 | $199M | $199M | $0 | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
DateDec 2025
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$999M
Employees39
Clients0
DateDec 2025
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$999M
Employees39
Clients0
DateSep 2025
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$999M
Employees39
Clients0
DateAug 2025
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$999M
Employees39
Clients0
DateMar 2025
Total AUM$3.8B
Discretionary$2.8B
Non-Disc.$999M
Employees39
Clients0
DateMar 2024
Total AUM$3.5B
Discretionary$2.5B
Non-Disc.$972.5M
Employees39
Clients0
DateOct 2023
Total AUM$2.7B
Discretionary$1.9B
Non-Disc.$866.7M
Employees34
Clients0
DateMar 2023
Total AUM$2.7B
Discretionary$1.9B
Non-Disc.$866.7M
Employees34
Clients0
DateJan 2023
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$788.3M
Employees24
Clients0
DateApr 2022
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$788.3M
Employees24
Clients0
DateMar 2022
Total AUM$2.9B
Discretionary$2.1B
Non-Disc.$788.3M
Employees24
Clients0
DateOct 2021
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$872.7M
Employees31
Clients0
DateJun 2021
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$872.7M
Employees31
Clients0
DateApr 2021
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$872.7M
Employees31
Clients0
DateMar 2021
Total AUM$2.4B
Discretionary$1.5B
Non-Disc.$872.7M
Employees31
Clients0
DateJun 2020
Total AUM$2B
Discretionary$1.3B
Non-Disc.$692.8M
Employees33
Clients0
DateJun 2020
Total AUM$2B
Discretionary$1.3B
Non-Disc.$692.8M
Employees33
Clients0
DateMay 2020
Total AUM$2B
Discretionary$1.3B
Non-Disc.$692.8M
Employees33
Clients0
DateMar 2020
Total AUM$2B
Discretionary$1.3B
Non-Disc.$692.8M
Employees33
Clients0
DateMar 2019
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$209.1M
Employees29
Clients0
DateNov 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$216.6M
Employees29
Clients0
DateOct 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$216.6M
Employees29
Clients0
DateOct 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$216.6M
Employees29
Clients0
DateApr 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$216.6M
Employees28
Clients0
DateMar 2018
Total AUM$1.4B
Discretionary$1.2B
Non-Disc.$216.6M
Employees28
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.1B
Non-Disc.$219.6M
Employees26
Clients800
DateSep 2016
Total AUM$938.9M
Discretionary$926.2M
Non-Disc.$12.6M
Employees17
Clients700
DateApr 2016
Total AUM$938.9M
Discretionary$926.2M
Non-Disc.$12.6M
Employees17
Clients700
DateMar 2016
Total AUM$938.9M
Discretionary$926.2M
Non-Disc.$12.6M
Employees17
Clients700
DateSep 2015
Total AUM$1B
Discretionary$999.8M
Non-Disc.$13.3M
Employees16
Clients700
DateSep 2015
Total AUM$1B
Discretionary$999.8M
Non-Disc.$13.3M
Employees16
Clients700
DateMar 2015
Total AUM$987.5M
Discretionary$974.4M
Non-Disc.$13.1M
Employees16
Clients700
DateNov 2014
Total AUM$978.6M
Discretionary$965.5M
Non-Disc.$13.1M
Employees16
Clients700
DateMar 2014
Total AUM$907.7M
Discretionary$894.8M
Non-Disc.$12.9M
Employees16
Clients700
DateJul 2013
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees15
Clients700
DateMar 2013
Total AUM$767.3M
Discretionary$767.3M
Non-Disc.$0
Employees15
Clients700
DateMay 2012
Total AUM$643.7M
Discretionary$643.7M
Non-Disc.$0
Employees11
Clients600
DateJan 2012
Total AUM$643.7M
Discretionary$643.7M
Non-Disc.$0
Employees11
Clients600
DateJan 2012
Total AUM$667.2M
Discretionary$667.2M
Non-Disc.$0
Employees11
Clients600
DateMar 2011
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees--
Clients--
DateMar 2011
Total AUM$530.5M
Discretionary$530.5M
Non-Disc.$0
Employees--
Clients--
DateJul 2010
Total AUM$199M
Discretionary$199M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--