IPG INVESTMENT ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 152990). Regulatory assets under management: $4.1B. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Fixed, Performance, Commissions, Other.
Clients served: High net worth, Pooled vehicles, Investment cos, Other.
| Name | Role | Location |
|---|---|---|
| Adolfo Gonzalezrubio | CHAIRMAN / TRUSTEE OF THE AGCX TRUST; MEMBER/CHAIRMAN; TRUSTEE | — |
| Alberto Benrey | CHIEF EXECUTIVE OFFICER / TRUSTEE OF THE BENREY FAMILY TRUST; TRUSTEE | — |
| Martha Elizabeth Soto Aceves | CFO | — |
| Jose Guadalupe Gonzalez-Rubio | SHAREHOLDER | — |
| Darius Nmn Lashkari | CHIEF COMPLIANCE OFFICER | — |
| Nadin Benrey | TRUSTEE | — |
| Patricia Gutierrez Gonzalez Rubio | TRUSTEE | — |
| Alfonso Aldrete | MEMBER | — |
| Albert Benrey | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| GONZALEZRUBIO ADOLFO | MEMBER/CHAIRMAN; MEMBER/CHIEF EXECUTIVE OFFICER | — |
| BOYD MARIA LUISA | CHIEF COMPLIANCE OFFICER | — |
| ALDRETE ALFONSO | MEMBER | — |
| BENREY ALBERTO | MEMBER | — |
| RODRIGUEZ AURELIO | MEMBER/CHIEF OPERATING OFFICER | — |
| SOTO ACEVES MARTHA ELIZABETH | CFO; FINOP | — |
| GONZALEZ CUBILLAS RODOLFO A | MEMBER/CHIEF FINANCIAL OFFICER | — |
| BENREY ALBERT | MEMBER/CHIEF EXECUTIVE OFFICER | — |
| ADDEO GILBERT JOHN | COO | — |
| Gonzalez-Rubio Jose Guadalupe | SHAREHOLDER | — |
| LASHKARI DARIUS NMN | CHIEF COMPLIANCE OFFICER | — |
| Initiated | Type | Allegations | Status | Amount |
|---|---|---|---|---|
| 2019-09-30 | regulatory | IPG INVESTMENT ADVISORS SUBMITTED AND OFFER OF SETTLEMENT UNDER THE SELF-REPORTING SHARE CLASS SELECTION INITIATIVE DUE TO INADEQUATE DISCLOSURES IN CONNECTION WITH THE SELECTION OF MUTUAL FUNDS SHARE CLASSES | Final | — |
| 2018-09-07 | regulatory | PAYMENTS OF COMMISSIONS TO TWO UNREGISTERED ENTITIES CO-OWNED BY TWO REGISTERED PERSONS ASSOCIATED WITH THE FIRM | Final | $10K |
| — | regulatory | — | — | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| IPG ALTERNATIVE INVESTMENTS FUND US LP | Other Private Fund | Delaware | 36 | $20.7M | $1 |
Showing 15 of 18 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| MIAMI | FL | 7 | 305-928-2700 |
| TUCSON | AZ | 2 | 520-448-5100X1 |
| LA JOLLA | CA | 2 | 858-551-0095 |
| LA JOLLA | CA | 2 | 858-551-0095 |
| — | — | 1 | 5549597835 |
| HERMOSILLO-SONORA | — | 1 | 52-665551212 |
| SALTILLO | — | 1 | 5218843508268 |
| MAZATLAN - SINALOA | — | 1 | 526-69-9881050 |
| SALTILLO - COAHUILA | — | 1 | 52-844-1221381 |
| — | — | 1 | 619-421-8797 |
| — | — | 1 | 619-421-8797 |
| — | — | 1 | 6197708621 |
| — | — | 1 | 5549597835 |
| HERMOSILLO-SONORA | — | 1 | 52-665551212 |
| SALTILLO | — | 1 | 5218843508268 |