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501 West Broadway Suite 1350, San Diego, CA 92101 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
501 West Broadway Suite 1350, San Diego, CA 92101 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Placement Group | San Diego | CA | 10/1990 | Present |
| Ipg Invesment Advisors Llc | San Diego | CA | 03/2010 | Present |
MANAGING MEMBER OF IPG INVESTMENT ADVISORS, LLC. - INVESTMENT RELATED - SEC REGISTERED IAR UNDER COMMON CONTROL AND DEVOTES ABOUT 20 HOURS A WEEK AND UP TO 4 HOURS A DAY TO THIS BUISNESS. SHAREHOLDER THROUGH FAMILY TRUST OF INVESTMENT PLACEMENT COMMODITES - INVESTMENT RELATED - NFA REGISTERED FUTURES AND COMMODITIES BROKER UNDER COMMON CONTROL AND DEVOTES ABOUT A FEW HOURS A WEEK AND POSSIBLY UP TO 1 HOURS A DAY DURING TRADING HOURS TO THIS BUISNESS. PORTFOLIO MANAGER TO VARIOUS PRIVATE POOLED INVESTMENT ENTITIES - INVESTMENT RELATED - UNDER RIA UNDER COMMON CONTROL AND DEVOTES ABOUT 20 HOURS A WEEK AND UP TO 4 HOURS A DAY TO THIS BUISNESS. SOLE MEMBER AGRB HOLDINGS, LLC. - NON-INVESTMENT RELATED - PRIVATE INVESTMENT VEHICLE EXTABLISHED TO MANAGE COMMERCIAL REAL ESTATE INVESTMENTS - PLANS TO DEVOTE 1 HOUR A MONTH NONE DURING TRADING HOURS SOLE MEMBER PGR HOLDINGS, LLC. - NON-INVESTMENT RELATED - PRIVATE INVESTMENT VEHICLE EXTABLISHED TO MANAGE COMMERCIAL REAL ESTATE INVESTMENTS - PLANS TO DEVOTE 1 HOUR A MONTH NONE DURING TRADING HOURS REPRESENT FAMILY MEMBERS AS DIRECTOR IN OTAY COMMERCIAL PARTNERS, LP - NON-INVESTMENT RELATED - DIRECTOR OF FAMILY ENTERPRISE ESTABLISHED TO INVEST IN COMMERCIAL REAL ESTATE PROJECTS - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS PRESIDENT, CEO AND SECRETARY OF OTAY COMMERCIAL CENTER CORP - NON-INVESTMENT RELATED - ZERO PARTICIPATION - ESTABLISHED TO MANAGE REAL ESTATE PROJECTS AND HOLDINGS OF VARIOUS RELATED ENTITIES - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS MANAGING MEMBER OF OCC / 3900, LLC. - NON-INVESTMENT RELATED - ENTERPRISE ESTABLISHED TO INVEST AS A PASSIVE INVESTOR IN COMMERIAL REAL ESTATE PROJECTS - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS INITIAL TRUSTEE OF TECHNOLOGY STOCK TRUST - NON-INVESTMENT RELATED. ESTABLISHED TO INVEST AND AQUIRE SHARES OR SECURITIES IN VARIOUS COMPANIES FOR THE BENEFIT OF BENEFICIARIES OF TRUST - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS. MANAGER OF BOTAUROS LLC. - NON-INVESTMENT REALATED. LLC OWNED BY TECHNOLOGY STOCK TRUST TO MANAGE ACQUISITIONS AND INVESTMENTS IN VARIOS ENTITIES FOR THE BENEFIT OF THE TRUST. - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS. MANAGER OF SUNY HALO'S LLC. - NON-INVESTMENT REALATED. LLC OWNED BY TECHNOLOGY STOCK TRUST TO MANAGE ACQUISITIONS AND INVESTMENTS IN VARIOS ENTITIES FOR THE BENEFIT OF THE TRUST. - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS. GENERAL PARTNER AND SPONSOR LIMITED PARTNER OF BLUE POINT REAL ESTATE INVESTMENTS LLC. - NON-INVESTMENT RELATED - ESTABLISHED TO PARTICIPATE AS GENERAL PARTNER IN A REAL ESTATE INVESTMENT FUND. (IPG-MONRO CAPITAL FUND I LP AND MONRO CAPITAL II, LLC.) AND DUTIES INCLUDE REVIEW OF COMMERCIAL REAL ESTATE BUSINESS, PROSPECT INVESTORS AND PARTICIPATE IN QUARTERLY MEETINGS - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS SHAREHOLDER THROUGH IKAPITAL ADVISORS OF SC ASESORES EN INVERSIONES INDEPENDIENTES SA DE CV A REGISTERED MEXICAN ADVISOR LOCATED IN MEXICO CITY - NOT INVOLVED IN DAY TO DAY BUT ATTENDS QUARTLY MEETING AND MAY RECEIVE SHAREHOLDER COMPENSATION - PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS MANAGER OF AGENA STAR LLC - NON-INVESTMENT RELATED - MANAGES AND REPRESENTS A CLOSE FAMILY FRIEND IN MATTERS OF REAL ESTATE PROPERTY MANAGEMENT DUTIES INCLUDE TO ENSURE THAT PROPERTY TAXES AND OTHER MISCELLANEOUS EXPENSES ARE PAID IN A TIMELY MANNER. PLANS TO DEVOTE A FEW HOURS A MONTH NONE DURING TRADING HOURS ACTIVE BOARD MEMBER OF THE FOLLOWING ENTITIES: SMART BORDER COLITION, AEBC, GRUPO OPTIMA, WORLD TRADE CENTER GUADALAJARA
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-30 |
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