Capital IP Investment Partners provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles. The firm advises 1 private fund.
Capital IP Investment Partners reports 18 clients. They include 10 high-net-worth individuals, 7 other clients and 1 pooled investment vehicle. Of its assets, 47.9% ($78.3M across 1 account) are managed with discretion; $85.2M across 17 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| High-net-worth individuals | 56% | 2% |
| Pooled investment vehicles | 6% | 48% |
| Other | 39% | 50% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| High-net-worth individuals | 10 | $2.93M | 1.8% | $293K |
| Pooled investment vehicles | 1 | $78.3M | 47.9% | $78.3M |
| Other | 7 | $82.2M | 50.3% | $11.7M |
| Total | 18 | $163M | 100% | $9.08M |
- Clients
- 10
- Regulatory AUM
- $2.93M
- AUM share
- 1.8%
- Avg. per client
- $293K
- Clients
- 1
- Regulatory AUM
- $78.3M
- AUM share
- 47.9%
- Avg. per client
- $78.3M
- Clients
- 7
- Regulatory AUM
- $82.2M
- AUM share
- 50.3%
- Avg. per client
- $11.7M
Total
- Clients
- 18
- Regulatory AUM
- $163M
- AUM share
- 100%
- Avg. per client
- $9.08M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 1
- Financial planning clients last fiscal year
- 0
Capital IP Investment Partners is paid through a percentage of assets under management and performance-based fees; its fees and minimums are set out in its brochures on the SEC website.
Aron Dantzig owns 25% to 50% of Capital IP Investment Partners. The leadership team of Capital IP Investment Partners includes Chief Compliance Officer Phillip Delatorre. It has 5 employees.
Leadership
- Phillip DelatorreChief Compliance Officer
- Aron DantzigLimited Partner
- Mohamed ShahjahanLimited Partner
Staff
- 5 employees
- 5 in advisory functions
- 1 soliciting firm
- Owns 25% to 50% of Capital Ip Investment Partners LP
Aron Dantzig
Control person · since April 2022
- Owns 25% to 50% of Capital Ip Investment Partners LP
Mohamed Shahjahan
Control person · since April 2022
Capital IP Investment Partners’ regulatory assets fell from $194M (May 2024) to $163M (March 2026); clients fell from 25 to 18 and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $163M | 18 | 5 | 1 |
| May 2025 | $166M | 18 | 4 | 1 |
| May 2024 | $194M | 25 | 4 | 1 |
Besides its headquarters, Capital IP Investment Partners has 0 offices, with 1 listed address with no US state reported.
Contact and registration details
- Legal name
- Capital Ip Investment Partners LP
- Headquarters
- Not reported
- Website
- capitalip.com
- Phone
- 646-287-8753
- SEC file
- 801-130179
- Structure
- Delaware limited partnership
- Fiscal year end
- December
Capital IP Investment Partners uses Inspira Financial Trust ($1.05M) as custodian for its separately managed accounts. Capital IP Investment Partners has custody of $69.8M in client assets for 17 clients.
- Inspira Financial TrustInspira Financial Trust, LLC · Oak Brook, IL · $1.05M100%
What the accounts hold
- Cash1%
- Other99%
- Senior secured loans99%
How many clients does Capital IP Investment Partners have?
Capital IP Investment Partners has 18 clients and manages $163 million for them, as of March 2026. They include 10 high-net-worth individuals, 7 other clients and 1 pooled investment vehicle.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Capital IP Investment Partners offer?
Capital IP Investment Partners provides portfolio management for individuals and small businesses and portfolio management for pooled vehicles.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Capital IP Investment Partners use?
Capital IP Investment Partners’ separately managed account assets are held at Inspira Financial Trust, LLC (Oak Brook, IL), with $1.05M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Capital IP Investment Partners have?
Capital IP Investment Partners has 0 investment adviser representatives registered with state securities authorities, out of 5 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Capital IP Investment Partners invest in?
At the end of its last fiscal year, Capital IP Investment Partners’ separately managed accounts held 99% other and 1% cash and equivalents. The 99% other category is described as: Senior Secured Loans. It advises 1 private fund.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Capital IP Investment Partners?
Capital IP Investment Partners’ direct owners are Aron Dantzig and Mohamed Shahjahan, each holding 50% or less.
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Capital IP Investment Partners get paid?
Capital IP Investment Partners is paid through a percentage of assets under management and performance-based fees. Its Form ADV lists no commissions among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Capital IP Investment Partners?
Its phone number is 646-287-8753. Its website is capitalip.com.