$2.6M Total AUM
$0 Disc. AUM
-- 3Y CAGR
4 Employees
8 ADV. Clients
3 yrs Firm Age
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-11-2023
- Office Locations
- 1
Office Locations
-- Cambridge MA
About CIP Capital Management, LLC
CIP Capital Management, LLC is a Cambridge-based RIA. The firm has been operating for 3 years. Managing $2.6M in total assets under management,
Team overview
60 AVG AGE
-- AVG AUM / ADVISOR
$330.3K AVG AUM / CLIENT
3.5 yrs AVG TENURE
4 Employees
0 Advisory Reps
3 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
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CRM
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
ROBERT FRANCIS MCGOWAN
Vice President
- CRD
- #1733686
- Ownership
- Less than 5%
Available
Available
Available
JAMES JOSEPH MCSWEENEY
President
- CRD
- #1620191
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $2,642,178 | -- |
| Total | $2,642,178 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Total | Available | Available |
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