Capital Ip Investment Partners Lp
- Regulatory AUM
- $163M
- Discretionary
- $78.3M
- Clients
- 18
- Avg AUM / client
- $9.1M
- Accounts
- 18
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Mar 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $2.9M | 1.79% |
| Pooled investment vehicles (non-investment companies) | 1 | $78.3M | 47.9% |
| Other | 7 | $82.2M | 50.3% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of May 2024 · $69.2M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Capital Ip Opportunities Fund Lp | Private Equity Fund | Delaware | $69.2M | 23 |
People (3)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Dantzig, Aron | Limited Partner | Apr 2022 (4y) | ≈ 0% – 3.75% via Capital Ip Management Gp Llc | |
| Shahjahan, Mohamed, Riyad | Limited Partner | Apr 2022 (4y) | ≈ 0% – 3.75% via Capital Ip Management Gp Llc | |
| Delatorre, Phillip, Lee | Chief Compliance Officer | May 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Capital Ip Management Gp Llc | General Partner | Apr 2022 | A | Less than 5% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Dantzig, Aron: 50% – 75% of Capital Ip Management Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
- Shahjahan, Mohamed, Riyad: 50% – 75% of Capital Ip Management Gp Llc × 0% – 5% direct ≈ 0% – 3.75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Private funds (1, $69.2M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Capital Ip Opportunities Fund Lp | Private Equity Fund | $69.2M | $10.0K | 23 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 1.29 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for pooled investment vehicles
- • Other services
Custody
Reported custodians
- U.S. Bank $125M (76% of AUM) Oct 2025
- Inspira Financial $1.1M (1% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗