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Cip Pe Advisors, LLC: new SEC registration, $1,920M AUM, West Palm Beach, FL
Cip Pe Advisors, LLC (West Palm Beach, Florida): new SEC registration, $1,920M AUM, West Palm Beach, FL. Its amount of 1,920 is top-decile (96th percentile of 1,149 records). Dated 331 days ago, it serves as a historical benchmark. Score 55/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 1,920 · 96th percentile of 1,149 NewRiaPulse records · 14.3x the median
Free preview: all 11 published fields of this record are shown below. Locked: 112 related FL NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Cip Pe Advisors, LLC |
| Legal name | Cip Pe Advisors, LLC |
| CRD | 338119 |
| Status | Approved |
| Registered with the SEC | 2025-12-08 |
| Latest Form ADV filing | 2026-07-23 |
| Location | West Palm Beach, FL, United States |
| Regulatory AUM | $1,920,476,487 |
| Accounts | 10 |
| Employees | 23 |
| Website | https://www.linkedin.com/company/comvest-private-equity |
| amount percentile | 96th of 1,149 (median 134, 14.3x median) |
| Peer records CSV (113 FL records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2025-12-08
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (FL first): Kare Manager Holdings, L.P. · Sirenia Capital Management LP · Evertern Wealth, LLC · Hobe Mountain Capital Management LLC · American Ventures Im LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Cip Pe Advisors, LLC and 113 Florida peers
- Florida NewRiaPulse records like this one: 113
- Cip Pe Advisors, LLC's amount: 96th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Florida peer: $22,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
55 / 100 Score
- $1,920M under management.
- Website on file.
What is the NewRiaPulse record for Cip Pe Advisors, LLC in West Palm Beach, Florida?
Cip Pe Advisors, LLC received SEC registration as an investment adviser (2025-12-08) with $1,920,476,487 in regulatory assets under management, based in West Palm Beach, FL.
How does Cip Pe Advisors, LLC compare to other Florida NewRiaPulse records?
This is a top-decile record: its amount of 1,920 is 14.3x the median of 134 across 1,149 records. It is 331 days old; check the official source for later updates before acting.
Cip Pe Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Cip Pe Advisors, LLC | West Palm Beach, FL | 1,920 | 96th | 2025-12-08 |
| Clarity Investment Management INC. | Vancouver | 1,943 | 96th | 2026-07-23 |
| Access Ventures | New York, NY | 1,879 | 96th | 2026-08-06 |
| Collaborative Fund Management LLC | New York, NY | 1,844 | 96th | 2026-09-25 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.