TIP GROUP LLC

TIP GROUP LLC of HOUSTON, TX is an SEC-registered investment adviser (CRD 322053). Regulatory assets under management: $59.0M.

Registration

• CRD: 322053
• Type: Registered investment adviser
• Location: 1800 W. LOOP S SUITE 1800, HOUSTON, TX, 77027
• Phone: 713-969-4500
• Latest filing: 2026-07-27
• Regulatory AUM: $59.0M
• Discretionary AUM: $59.0M
• Clients: 12
• Accounts: 773

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 322053 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search