# THE INVESTMENT AND PHILANTHROPY CORPORATION

THE INVESTMENT AND PHILANTHROPY CORPORATION of SAUSALITO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 118178
- Type: SEC-registered investment adviser
- Location: 44 ANCHORAGE ROAD, SAUSALITO, CA, 94965
- Phone: 415-377-0929
- Latest filing: 2026-07-23
- Regulatory AUM: $28.0M
- Discretionary AUM: $28.0M
- Clients: 2
- Accounts: 38

## Business model

- Compensation: % of AUM
- Clients served: High net worth, Pooled vehicles

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/118178/brochure
- Similar advisers: https://search.stillhousedata.com/firm/118178/similar
- Related entities: https://search.stillhousedata.com/firm/118178/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/118178

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.