IGP INDUSTRIES, LLC
Latest filing: Mar 28, 2025 (110 days ago)
AUM
$1,500,291,189
-14% change vs. 1 year ago
-26% change vs. 3 years ago
39% change vs. 5 years ago
104% change vs. 10 years ago
Employee Count
32
-6% change vs. 1 year ago
7% change vs. 3 years ago
14% change vs. 5 years ago
60% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
101 MISSION ST., SAN FRANCISCO, CA, UNITED STATES, 94105
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.5 |
| Non-Discretionary | $0.0 |
| Total | $1.5 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $1.5 |
| Institutional | $0.0 |
| Total | $1.5 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| IGP CAPITAL PARTNERS V, LLC | $0.0 | - | |
| IGP CAPITAL PARTNERS IV, LLC | $0.0 | - | |
| IGP CAPITAL PARTNERS V AIV, LLC | $0.0 | - | |
| IGP CAPITAL PARTNERS VI, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
6 active
| Name | Title |
|---|---|
| HEGLIE, ERIC, DAVID | MANAGING MEMBER |
| WEBB, JEFFREY, MORRIS | MANAGING MEMBER |
| JOHNSON, BRETT, MICHAEL | MANAGING MEMBER, CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER |
| TAI, JENNIFER, NMN | CHIEF FINANCIAL OFFICER |
| AUSTIN, III, ROBERT, MORRIS | MANAGING MEMBER |
| DIFRANCO, DAVID, MICHAEL | MANAGING MEMBER |
ADVDB.CO • SOURCE: SEC
Representatives
| No representatives found with matching CRD |
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $1.5 | $0.0 | 0% | 32 | 0 | 0% |
| 2025-04-21 | $1.5 | $0.0 | 0% | 32 | 0 | 0% |
| 2024-04-02 | $1.7 | -$0.2 | -14% | 34 | -2 | -6% |
| 2023-04-04 | $2.0 | -$0.4 | -23% | 32 | 0 | 0% |
| 2022-04-01 | $2.0 | -$0.5 | -26% | 30 | 2 | 7% |
| 2021-04-05 | $1.1 | $0.4 | 39% | 26 | 6 | 23% |
| 2020-04-01 | $1.1 | $0.4 | 39% | 28 | 4 | 14% |
| 2019-04-01 | $1.1 | $0.4 | 34% | 25 | 7 | 28% |
| 2018-04-02 | $1.5 | $0.0 | 2% | 21 | 11 | 52% |
| 2017-04-01 | $1.5 | $0.0 | 0% | 21 | 11 | 52% |
| 2016-04-01 | $0.7 | $0.8 | 110% | 22 | 10 | 45% |
| 2015-04-01 | $0.7 | $0.8 | 104% | 20 | 12 | 60% |
| 2014-04-01 | $0.8 | $0.7 | 79% | 20 | 12 | 60% |
| 2013-04-01 | $0.8 | $0.7 | 77% | 19 | 13 | 68% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, CA-03/30/2012, IL-04/07/2025 |
| ADVISER ACTIVITIES |
|
PORTFOLIO MANAGEMENT (POOLS) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV