IGP INDUSTRIES, LLC
Adviser information for IGP INDUSTRIES, LLC 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 Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 34 |
|---|---|
| Investment Advisory/Research | 24 |
| 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 | 7 | $1.7B |
| Non-Discretionary | 0 | $0 |
| Total | 7 | $1.7B |
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 | 7 | $1.7B |
| 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 | 14 |
Services
| Advisory Services | Portfolio management for pooled investment vehicles |
|---|---|
| Compensation | % of AUMPerformance-based fees |
Identifiers
| SEC RIA File Number | 801-73643 |
|---|---|
| SEC ERA File Number | 801-73643 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 157214 |
| Legal Entity Identifier | None |
Principal Office
101 MISSION ST.SUITE 1500
SAN FRANCISCO
CA
United States
Monday - Friday, 8:30AM-5:00PM
Tel: 415-882-4550, Fax: 415-882-4551
Chief Compliance Officer
BRETT JOHNSON
CHIEF OPERATING OFFICER
101 MISSION STREET
SUITE 1500
SAN FRANCISCO
CA
United States
Tel:
415-882-4550
Fax:
415-882-4551
B**@************M
(Full email address available in API data)
Industry Affiliates
| IGP CAPITAL PARTNERS IV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IGP CAPITAL PARTNERS V AIV, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IGP CAPITAL PARTNERS V, LLC | Sponsor, GP, manager of pooled investment vehicles |
| IGP CAPITAL PARTNERS VI, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|---|---|---|---|
| IGP FUND IV OPERATING EXECUTIVE FUND, LLC | Private Equity Fund | $0.2M | $0.1M | 5 |
| IGP FUND V OPERATING EXECUTIVE FUND, LLC | Private Equity Fund | $5.1M | $0.1M | 17 |
| IGP FUND VI OPERATING EXECUTIVE FUND, LLC | Private Equity Fund | $10.8M | $0.1M | 14 |
| INDUSTRIAL GROWTH PARTNERS IV, LP | Private Equity Fund | $88.7M | $4.0M | 45 |
| INDUSTRIAL GROWTH PARTNERS V AIV, L.P. | Private Equity Fund | $0.9M | $1.0M | 62 |
| INDUSTRIAL GROWTH PARTNERS V, LP | Private Equity Fund | $380.1M | $1.0M | 62 |
| INDUSTRIAL GROWTH PARTNERS VI, LP | Private Equity Fund | $1,255.8M | $0.5M | 62 |
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| HEGLIE, ERIC, DAVID | Individual | – | MANAGING MEMBER | 04/2009 | 10-25% |
| WEBB, JEFFREY, MORRIS | Individual | – | MANAGING MEMBER | 01/2010 | 10-25% |
| JOHNSON, BRETT, MICHAEL | Individual | – | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | 05/2017 | 5-10% |
| TAI, JENNIFER, NMN | Individual | – | CHIEF FINANCIAL OFFICER | 04/2021 | < 5% |
| AUSTIN, III, ROBERT, MORRIS | Individual | – | MANAGING MEMBER | 05/2022 | 10-25% |
| DIFRANCO, DAVID, MICHAEL | Individual | – | MANAGING MEMBER | 05/2022 | 10-25% |