Investment Placement Group Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 1983

Year Founded

  • Professionals
  • 3

Professionals

  • AUM

  • Commitments
  • 1

Investment Placement Group General Information

Description

Investment Placement Group is a wealth management firm based in San Diego, California. Established in 1983, it provides result-based financial solutions for individuals, families, and institutional investors. They form alliances with world-class independent advisors in wealth management, estate, and succession planning. The assets of the firm are managed by the executive management team. This firm is a Registered Investment Adviser (RIA).

Contact Information

Year Founded
1983
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Chief Investment Officer
Phone
+1 (619)
Corporate Office
  • 501 West Broadway
  • Suite 1350
  • San Diego, CA 92101
  • United States
+1 (619)

Investment Placement Group Commitments (1)

Investment Placement Group's most recent commitment was from , managed by Endurance28. The commitment was made on .

Fund Name Fund Manager Fund Location Vintage Fund Size Commitment Date Commitment
Endurance28 San Francisco, CA 2021
To view Investment Placement Group’s complete commitments history, request access »

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Investment Placement Group Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Investment Placement Group Investment Allocations

PitchBook provides insight into a limited partner’s preferred investments, including actual and target allocations by strategy, secondary market preferences and interest in first-time funds.

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Investment Placement Group FAQs

  • When was Investment Placement Group founded?

    Investment Placement Group was founded in 1983.

  • Where is Investment Placement Group headquartered?

    Investment Placement Group is headquartered in San Diego, CA.

  • How many Assets Under Management (AUM) does Investment Placement Group have?

    Investment Placement Group has in assets under management.

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