Cip Pe Advisors, Llc
SEC-registered
Private Fund Manager · Mid-sized ($1B–$10B)
CRD 338119
· SEC file 801-134409
· West Palm Beach, FL
· www.linkedin.com
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ADV data as of Jul 23, 2026
- Regulatory AUM
- $1.9B
- Discretionary
- $1.9B
- Clients
- 10
- Avg AUM / client
- $192M
- Accounts
- 10
- Employees
- 23
AUM over time
$0
$2.2B
Aug 2025
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 23, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Pooled investment vehicles (non-investment companies) | 10 | $1.9B | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund Board Of Trustees, Ibew Local 445 Pension Fund | 2024 |
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Pension Plan Of The International Brotherhood Of Electrical Workers Local No. 445 Pension Fund | Board Of Trustees, Ibew Local 445 Pension Fund | 249 | $33.8M | 05/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/02/2026 | 3.47 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 pooled investment vehicles
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: Jul 23, 2026.
View current Form ADV (SEC/IAPD) ↗