IPCC ADVISOR, LP
Adviser information for IPCC ADVISOR, LP last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Partnership |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Delaware, United States |
Employees
| Total Number of Employees | 46 |
|---|---|
| Investment Advisory/Research | 30 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 0 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 1 | $192.4M |
| Non-Discretionary | 0 | $0 |
| Total | 1 | $192.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 1 | $192.4M |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-126785 |
|---|---|
| SEC ERA File Number | 801-126785 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 323562 |
| Legal Entity Identifier | None |
Principal Office
201 SANTA MONICA BLVDSUITE 500
SANTA MONICA
CA
United States
Monday - Friday, 9 AM - 5 PM
Tel: 424-222-8380, Fax: None
Chief Compliance Officer
ELIZABETH GREENWOOD
GENERAL COUNSEL
201 SANTA MONICA BLVD
SUITE 500
SANTA MONICA
CA
United States
Tel:
(424) 250-2435
E*********@********************M
(Full email address available in API data)
Regulatory Contact
MELINDA TOH
DIRECTOR, LEGAL & COMPLIANCE
201 SANTA MONICA BLVD
SUITE 500
SANTA MONICA
CA
United States
Tel:
(424) 250-0608
M***@********************M
(Full email address available in API data)
Industry Affiliates
| IFRG INVESTORS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IPCC GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT BDG INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT BDG INVESTORS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CLO PARTNERS I GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CLO PARTNERS II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CLO PARTNERS III GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CLOP III INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CLOP PLUS INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CREDIT SMA INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CROSS PLATFORM-SB GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT CROSS PLATFORM-U GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT FRG III INCENTIVE VEHICLE, L.P. | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT FRG INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT MORTGAGE AGGREGATOR GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT PARTNERS GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT PARTNERS, LP | Other investment adviser, including financial planners |
| IRRADIANT ROP FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT ROP FUND MANAGER, L.P. | Other investment adviser, including financial planners |
| IRRADIANT ROP INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT SOLUTIONS FUND GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT SOLUTIONS FUND II GP, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT SOLUTIONS II INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT SOLUTIONS INCENTIVE VEHICLE, LP | Sponsor, GP, manager of pooled investment vehicles |
| IRRADIANT SOLUTIONS MANAGER, L.P. | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IPCC FUND, L.P. | Private Equity Fund | $192.4M | $5.0M | 16 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LEVITT, MICHAEL, JEFFREY | Individual | – | CHAIRMAN | 09/2022 | < 5% |
| EANES, JOHN, YOUNGER | Individual | – | CO-CEO | 09/2022 | < 5% |
| LEVINSON, JONATHAN, BRIAN | Individual | – | CO-CEO | 09/2022 | < 5% |
| GREENWOOD, ELIZABETH, ALICE | Individual | – | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER | 09/2022 | < 5% |
| SPERBER, BJORN, RIORDAN | Individual | – | CHIEF FINANCIAL OFFICER | 09/2022 | < 5% |
| HOLLINGSWORTH, JARVIS, VINCENT | Individual | – | VICE CHAIRMAN | 09/2022 | < 5% |
| IRRADIANT PARTNERS GP, LLC | Domestic Entity | – | GENERAL PARTNER | 08/2022 | < 5% |
| LEVITT, MICHAEL, JEFFREY | Individual | IRRADIANT PARTNERS GP, LLC | CHAIRMAN | 12/2022 | 25-50% |
| EANES, JOHN, YOUNGER | Individual | IRRADIANT PARTNERS GP, LLC | CO-CEO | 12/2022 | 25-50% |
| LEVINSON, JONATHAN, BRIAN | Individual | IRRADIANT PARTNERS GP, LLC | CO-CEO | 12/2022 | 25-50% |
| IRRADIANT TOPCO, LP | Domestic Entity | IRRADIANT MIDCO HOLDINGS, LP | LIMITED PARTNER | 05/2023 | > 75% |
| IRRADIANT PARTNERS GP, LLC | Domestic Entity | IRRADIANT PARTNERS, LP | GENERAL PARTNER | 12/2022 | |
| STONERAD, LLC | Domestic Entity | IRRADIANT TOPCO, LP | LIMITED PARTNER | 12/2022 | 25-50% |
| EANES, JOHN, YOUNGER | Individual | IRRADIANT TOPCO, LP | LIMITED PARTNER | 12/2022 | 25-50% |
| IRRADIANT TOPCO PARTICIPATION PARTNERS, LP | Domestic Entity | IRRADIANT TOPCO, LP | LIMITED PARTNER | 12/2022 | 25-50% |
| LEVINSON, JONATHAN, BRIAN | Individual | IRRADIANT TOPCO, LP | LIMITED PARTNER | 12/2022 | 25-50% |
| IRRADIANT PARTNERS GP, LLC | Domestic Entity | IRRADIANT TOPCO, LP | GENERAL PARTNER | 12/2022 | |
| LEVITT, MICHAEL, JEFFREY | Individual | STONERAD, LLC | MANAGER | 12/2022 | 50-75% |
| IRRADIANT PARTNERS GP, LLC | Domestic Entity | IRRADIANT TOPCO PARTICIPATION PARTNERS, LP | GENERAL PARTNER | 12/2022 | |
| STONERAD, LLC | Domestic Entity | IRRADIANT PARTNERS GP, LLC | MEMBER | 12/2022 | 25-50% |
| EANES, JOHN, YOUNGER | Individual | IRRADIANT PARTNERS GP, LLC | MEMBER/ MEMBER BOARD OF MANAGERS | 09/2021 | 25-50% |
| LEVINSON, JONATHAN, BRIAN | Individual | IRRADIANT PARTNERS GP, LLC | MEMBER/ MEMBER BOARD OF MANAGERS | 09/2021 | 25-50% |
| LEVITT, MICHAEL, JEFFREY | Individual | IRRADIANT PARTNERS GP, LLC | MEMBER BOARD OF MANAGERS | 09/2021 | 25-50% |
| IRRADIANT PARTNERS, LP | Domestic Entity | – | LIMITED PARTNER | 03/2023 | > 75% |
| IRRADIANT INTERMEDIATE HOLDINGS, LP | Domestic Entity | IRRADIANT PARTNERS, LP | LIMITED PARTNER | 05/2023 | > 75% |
| IRRADIANT MIDCO HOLDINGS, LP | Domestic Entity | IRRADIANT INTERMEDIATE HOLDINGS, LP | LIMITED PARTNER | 05/2023 | > 75% |
| IRRADIANT PARTNERS GP, LLC | Domestic Entity | IRRADIANT MIDCO HOLDINGS, LP | GENERAL PARTNER | 05/2023 | |
| IRRADIANT PARTNERS GP, LLC | Domestic Entity | IRRADIANT INTERMEDIATE HOLDINGS, LP | GENERAL PARTNER | 05/2023 |