Igp Industries, LLC (San Francisco)

Name: Igp Industries, LLC
Address: 101 Mission St., San Francisco, CA, 94105
Telephone: 415-882-4550

Igp Industries, LLC is a large advisory firm based in San Francisco. It manages $1.12 billion of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.

Igp Industries 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.

Igp Industries: assets under management

The assets under management (AUM) of Igp Industries, LLC is $1.12 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and $25.38 million of the total AUM is attributable to clients outside of the United States.

The firm manages $1.12 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $224.21 million each.

Igp Industries has custody of $1.12 billion in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Igp Industries, LLC for their services and products based on a percentage of assets under management 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.

What kind of clients Igp Industries serves?

The only and largest group of clients of Igp Industries is pooled investment vehicles with 5 clients and $1.12 billion of assets under management. Among the 7 most similar advisory firms, Igp Industries has the highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $1.12 billion for 5 clients. 20% of the firm’s clients are foreign persons or businesses.

Igp Industries also advises several private funds. Namely, five private equity funds. The minimum investment commitment required of non-related persons ranges from $50,000 to $4,000,000.

Careers at Igp Industries, LLC

The company employs 25 people that are either part- or full-time employees. 72 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Michael Hemingford Beaumont	Partner, managing member	1 Sep 1997	Other	5905684
Gottfried Peter Tittiger	Partner, managing member	1 Sep 1997	Other	5905691
Eric David Heglie	Partner, managing member	1 Apr 2009	Other	2528427
Jeffrey Morris Webb	Partner, managing member	1 Jan 2010	Other	2660167
Karen Elaine Greaves	Chief financial officer and chief compliance officer	1 Jan 2010	Other	5905692
Daniel Lee Delaney	Managing member	1 Jul 2016	25% - 50%	4230026
David Michael Difranco	Managing member	1 Jul 2016	Other	2616180
Brett Michael Johnson	Chief financial officer and chief compliance officer	1 May 2017	Other	6791594

Based in San Francisco

The principal office where Igp Industries, LLC performs its advisory services is located at 101 Mission St., San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-882-4550 or by fax 415-882-4551. The normal business hours are 8:30am-5:00pm on Monday - Friday. You can find more information about the New York firm at igpequity.com.