THE INVESTMENT AND PHILANTHROPY CORPORATION

THE INVESTMENT AND PHILANTHROPY CORPORATION of SAUSALITO, CA is an SEC-registered investment adviser (CRD 118178). Regulatory assets under management: $28.0M.

Registration

• CRD: 118178
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 118178 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search