Ipg Investment Advisors, LLC (San Diego)

Name: Ipg Investment Advisors, LLC
Address: 350 10 Th Avenue, San Diego, CA, 92101
Telephone: 619-326-1200

Ipg Investment Advisors, LLC is a large advisory firm based in San Diego. It manages $1.39 billion of regulatory assets for 866 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Arizona, California, Colorado, and 5 other states.

Ipg Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and may select advise on and/or offer private funds and limited partnerships and/or provide family office services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Ipg Investment Advisors: assets under management

The assets under management (AUM) of Ipg Investment Advisors, LLC is $1.39 billion. The firm's AUM has grown by 600% since the beginning of its operation, and $1.04 billion of the total AUM is attributable to clients outside of the United States.

The firm manages $1.18 billion in discretionary accounts and $209.09 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.44 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $4.86 million.

Investments

The firm invests in non-investment grade corporate bonds the most. They account for 26% of the total AUM. The second-largest asset type is exchange traded securities, which make up 24% of the firm’s portfolio. Investments in sovereign bonds form 19% of the total invested assets.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Ipg Investment Advisors, LLC for their services and products based on a percentage of assets under management, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Adolfo Gonzalezrubio serves?

The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Adolfo Gonzalezrubio is high net worth individuals with 250 clients and $1.25 billion of assets under management. Among the 10 most similar advisory firms, Ipg Investment Advisors has the 2nd highest percentage of high net worth individuals out of all clients.

The amount of regulatory assets under management is $1.39 billion for 866 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 75% of the firm’s clients are foreign persons or businesses.

Ipg Investment Advisors doesn't advise any private funds.

Careers at Ipg Investment Advisors, LLC

The company employs 29 people that are either part- or full-time employees. 97 percent of the employees work as investment advisers or researchers. 28 employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.

Adolfo Gonzalezrubio has been acting as President since 1 Dec 2011. Martha Elizabeth Soto Aceves joined the executive team most recently as the Cfo.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Alfonso Aldrete	Member	1 Jan 2010	Other	4352620
Maria Luisa Boyd	Chief compliance officer	1 Jan 2010	Other	2319297
Themis Investment Inc.	Member	1 Jan 2010	Other	foreign
Adolfo Gonzalezrubio	Member/chief executive officer	1 Jan 2010	25% - 50%	2385116
Aurelio Rodriguez	Member/chief operating officer	1 Jan 2010	Other	2551779
Alberto Benrey	Member	1 Jan 2010	Other	4290443
Rodolfo A Gonzalez Cubillas	Member/chief financial officer	1 Jan 2010	Other	5067669
Martha Elizabeth Soto Aceves	Finop	1 May 2010	Other	5409623
Adolfo Gonzalezrubio	Member/chairman	1 Dec 2011	25% - 50%	2385116
Albert Benrey	Member/chief executive officer	1 Dec 2011	Other	4290443
Gilbert John Addeo	Coo	1 Jul 2015	Other	2968766
Martha Elizabeth Soto Aceves	Cfo	1 Dec 2015	Other	5409623

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Jose Guadalupe Gonzalez Rubio	Shareholder	1 Oct 1978	75% - 100%	6638555

Based in San Diego

The principal office where Ipg Investment Advisors, LLC performs its advisory services is located at 350 10 Th Avenue, San Diego, CA 92101, which is also the mailing address of the firm. An additional office of the firm is in La Jolla, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 619-326-1200 or by fax 619-684-3570. The normal business hours are 6:30 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at investipg.com.