Investment adviser · CRD 152990

IPG INVESTMENT ADVISORS, LLC

Investment adviser filing (IA)

SAN DIEGO, CA, United States · Form ADV filed Mar 25, 2026

Regulatory AUM: $4.14B
Client accounts: 1,273
Employees: 39
Advisory professionals: 38

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
Corporations & businesses	503	$2,199,747,090	53.2%
High-net-worth individuals	762	$1,266,524,104	30.6%
Pooled investment vehicles	9	$665,991,751	16.1%
Retirement plans	Fewer than 5	$3,359,204	0.1%
Charities	Fewer than 5	$873,769	0.0%

Filing source

Form ADV 2075607 · Mar 25, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

5 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

IPG ALTERNATIVE INVESTMENTS FUND US LPOther Private Fund · Last reported Mar 25, 2026$20.7MGross asset value

Form D fundraising filings

IPG Alternative Investments Fund US LP

Fund administrator JTC FUND SERVICES (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS DEERFIELD, Illinois, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS
PCAOB 199

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-7583281654
Reported beneficial owners: 36
Minimum commitment: $1
Form D file number: 021-487702

Form ADV 2075607 · Mar 25, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

CERTUM ALTERNATIVE INCOMEOther Private Fund · Last reported Jan 21, 2026$188MGross asset value

Fund administrator JTC FUND SERVICES (CAYMAN) LTD GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS DEERFIELD, Illinois, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS
PCAOB 199

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-5128407651
Reported beneficial owners: 160
Minimum commitment: $50K

Form ADV 2039209 · Jan 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IPG ALT FUNDOther Private Fund · Last reported Jan 21, 2026$106MGross asset value

Fund administrator JTC FUND SERVICES (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS DEERFIELD, Illinois, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS
PCAOB 199

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-4754493714
Reported beneficial owners: 100
Minimum commitment: $100K

Form ADV 2039209 · Jan 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IPG GO FUNDOther Private Fund · Last reported Jan 21, 2026$36.6MGross asset value

Fund administrator JTC FUND SERVICES (CAYMAN) LTD. GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS DEERFIELD, Illinois, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS
PCAOB 199

PERSHING LLC
SEC 8-17574

Fund details & source

Fund ID: 805-1379887150
Reported beneficial owners: 460
Minimum commitment: $100K

Form ADV 2039209 · Jan 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

IPG SECONDARY I, LPOther Private Fund · Last reported Jan 21, 2026$1.98MGross asset value

Form D fundraising filings

IPG Secondary I, LP

Fund administrator JTC FUND SERVICES (CAYMAN) LTD GRAND CAYMAN, Cayman Islands Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor CBIZ CPAS DEERFIELD, Illinois, United States

Provider details

Annual audit: Yes
Prime brokers: No
Custodians: No
Administrator other than the adviser: Yes
External marketing: No

CBIZ CPAS
PCAOB 199

Fund details & source

Fund ID: 805-7491245848
Reported beneficial owners: 10
Minimum commitment: $1K
Form D file number: 021-440651

Form ADV 2039209 · Jan 21, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 25, 2026. View historical filings

Reported services

Individual portfolio management · Pooled investment vehicle management · Business portfolio management

Compensation

Percentage of assets · Fixed · Commissions · Performance-based

Principal office

501 WEST BROADWAY, SUITE 1350
SAN DIEGO, CA, 92101, United States

CRD 152990

Filing source

Form ADV 2075607 · Mar 25, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.