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Kip Management LLC (Cedar Park)


Kip Management LLC is a large advisory firm based in Cedar Park. It manages $25.45 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Texas.

Kip Management provides market timing 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.

Kip Management: assets under management

The assets under management (AUM) of Kip Management LLC is $25.45 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $25.45 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.48 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Kip Management LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Kosta Vladimir Corriveau Chairman 1 Mar 2005 25% - 50% 5379216

Based in Cedar Park

The principal office where Kip Management LLC performs its advisory services is located at 11400 West Parmer Lane, Cedar Park, TX 78613, which is also the mailing address of the firm. An additional office of the firm is in Santa Barbara, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (212) 372-3565. The normal business hours are by appointment only on Monday - Friday.


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