Aip Capital Advisors Llc
- Regulatory AUM
- $340M
- Discretionary
- $215M
- Clients
- 2
- Avg AUM / client
- $170M
- Accounts
- 2
- Employees
- 15
AUM over time
Annual snapshots from Form ADV filings · as of Jun 03, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 1 | $215M | 63.2% |
| Insurance companies | 1 | $125M | 36.8% |
Private funds (1)
Reported in Form ADV Section 7.B.(1), filing of Sep 2024 · $240M combined gross assets
| Fund | Type | Domicile | Gross assets | Owners |
|---|---|---|---|---|
| Aip Italy Lp | Other Private Fund | Delaware | $240M | 5 |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| King, Kenneth, Nmn | Member | Jul 2012 (14y) | ≈ 7.91% – 50% via Advantage Capital Partners Llc | |
| Adamo, Mathew, Frederick | Managing Partner; Elected Manager | Dec 2023 (3y) | Less than 5% | |
| Ailstock, Jared, Evan | Managing Partner; Elected Manager | Dec 2023 (3y) | Less than 5% | |
| Sharma, Vikas, (Nmn) | Chief Compliance Officer | Jun 2024 (2y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Aip Capital Llc | Member | Dec 2023 | A | 75% or more |
| Advantage Capital Holdings Llc | Managing Member | Oct 2023 | B | ≈ 14.06% – 50% via Aircap 23 Llc |
| Advantage Capital Partners Llc | Managing Member | Jul 2012 | B | ≈ 10.55% – 50% via Advantage Capital Holdings Llc |
| Aircap 23 Llc | Member | Dec 2023 | B | ≈ 18.75% – 50% via Aip Capital Llc |
| Adamo Holdings Llc | Member | Jan 2023 | B | ≈ 18.75% – 50% via Aip Capital Llc |
| Wea 2021 Holdings Llc | Member | Jan 2023 | B | ≈ 18.75% – 50% via Aip Capital Llc |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- King, Kenneth, Nmn: 75% – 100% of Advantage Capital Partners Llc × 75% – 100% of Advantage Capital Holdings Llc × 75% – 100% of Aircap 23 Llc × 25% – 50% of Aip Capital Llc × 75% – 100% direct ≈ 7.91% – 50% of the firm
- Advantage Capital Holdings Llc: 75% – 100% of Aircap 23 Llc × 25% – 50% of Aip Capital Llc × 75% – 100% direct ≈ 14.06% – 50% of the firm
- Advantage Capital Partners Llc: 75% – 100% of Advantage Capital Holdings Llc × 75% – 100% of Aircap 23 Llc × 25% – 50% of Aip Capital Llc × 75% – 100% direct ≈ 10.55% – 50% of the firm
- Aircap 23 Llc: 25% – 50% of Aip Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Adamo Holdings Llc: 25% – 50% of Aip Capital Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Wea 2021 Holdings Llc: 25% – 50% of Aip Capital Llc × 75% – 100% direct ≈ 18.75% – 50% 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, $240M gross assets)
| Fund | Type | Gross assets | Min. investment | Owners |
|---|---|---|---|---|
| Aip Italy Lp | Other Private Fund | $240M | $100K | 5 |
From Form ADV Section 7.B private fund reporting.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/03/2026 | 1.24 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: WITHOUT ADMITTING OF DENYING THE FINDINGS, AILSTOCK CONSENTED TO THE SANCTION AND TO THE ENTRY OF FINDINGS THAT HE FAILED TO COMPLY WITH A FINRA REQUEST TO APPEAR FOR TESTIMONY IN CONNECTION WITH AN INVESTIGATION AS TO WHETHER AILSTOCK SUBMITTED INACCURATE BUSINESS EXPENSE REIMBURSEMENT REQUESTS TO HIS MEMBER FIRM. Status: Final Sanction Detail: PERMANENT BAR FROM ASSOCIATED WITH A FINRA MEMBER. Summary: PURSUANT TO A FINRA LETTER OF ACCEPTANCE, WAIVER AND CONSENT NO. 2019064916001, DATED APRIL 2, 2021 (THE "AWC"), MR. JARED AILSTOCK, BASED ON ADVICE FROM HIS LEGAL COUNSEL AT OLSHAN FROME WOLOSKY LLP, AND WITHOUT ADMITTING OR DENYING ANY FINDING OF FACT, CONSENTED TO THE FINDING BY FINRA THAT HE VIOLATED FINRA RULES 8210 AND 2010 BY FAILING TO COMPLY WITH A REQUEST BY FINRA TO APPEAR FOR ON-THE-RECORD TESTIMONY RELATING TO A MATTER INVOLVING HIS PRIOR EMPLOYMENT WITH GOLDMAN SACHS & CO. LLC. PURSUANT TO THE AWC, MR. AILSTOCK, BASED ON ADVICE OF HIS LEGAL COUNSEL AT OLSHAN FROME WOLOSKY LLP, VOLUNTARILY CONSENTED TO FINRA'S IMPOSITION OF A BAR FROM ASSOCIATING WITH ANY FINRA MEMBER IN ANY CAPACITY. MR. AILSTOCK WAS NOT AND HAS NEVER BEEN FINED BY FINRA NOR DOES HE HAVE ANY OTHER DISCIPLINARY HISTORY EITHER PRIOR TO OR AFTER THE ENTRY INTO THE AWC.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
How they charge
- • Percentage of assets under management
- • Performance-based fees
- • Other fees
- • ADMINISTRATION & SERVICING FEES
Services
- • Portfolio management for businesses/institutional clients
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 03, 2026.
View current Form ADV (SEC/IAPD) ↗