# IPG INVESTMENT ADVISORS, LLC

IPG INVESTMENT ADVISORS, LLC of SAN DIEGO, CA is an SEC-registered investment adviser. This firm reports disciplinary history on Form ADV.

## Registration

- CRD: 152990
- Type: SEC-registered investment adviser
- SEC file number: 801-71104
- Location: 501 WEST BROADWAY, SUITE 1350, SAN DIEGO, CA, 92101
- Phone: 619-326-1200
- Latest filing: 2026-03-25
- Regulatory AUM: $4.1B
- Discretionary AUM: $2.9B
- Non-discretionary AUM: $1.3B
- Clients: 39
- Accounts: 1,273

## Business model

- Compensation: % of AUM, Fixed, Performance, Commissions, Other
- Clients served: High net worth, Pooled vehicles, Investment cos, Other

## Officers, owners & control persons (20)

| 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 | — |


## Disclosures (18)

| 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 | — | — | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/152990/brochure
- Similar advisers: https://search.stillhousedata.com/firm/152990/similar
- Related entities: https://search.stillhousedata.com/firm/152990/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/152990

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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.