Ihp Capital Partners is a large advisory firm based in Newport Beach. It manages $1.54 billion of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Ihp Capital Partners provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ihp Capital Partners is $1.54 billion. The firm's AUM has grown by 137% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Ihp Capital Partners for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Douglas Cameron Neff is pooled investment vehicles with 8 clients and $1.54 billion of assets under management. Among the 10 most similar advisory firms, Ihp Capital Partners has the highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $1.54 billion for 8 clients. None of the firm’s clients are foreign persons or businesses.
Ihp Capital Partners also advises several private funds. Namely, six real estate funds. The minimum investment commitment required of non-related persons ranges from $0 to $25,000,000.
The company employs 47 people that are either part- or full-time employees. 30 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Douglas Cameron Neff has been acting as President since 1 May 1992. Christopher Winston Bley joined the executive team most recently as the Executive Vice President.
The principal office where Ihp Capital Partners performs its advisory services is located at 100 Bayview Circle, Newport Beach, CA 92660, which is also the mailing address of the firm. An additional office of the firm is in San Francisco, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 949-851-2121 or by fax 949-655-9035. The normal business hours are 8:30 a.m. - 5:30 p.m. on Monday - Friday. You can find more information about the New York firm at ihpinc.com.