Ihp Capital Partners (Newport Beach)

Name: Ihp Capital Partners
Address: 100 Bayview Circle, Newport Beach, CA, 92660
Telephone: 949-851-2121

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.

Ihp Capital Partners: assets under management

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 firm manages $858.05 million in discretionary accounts and $681.74 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $143.01 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $340.87 million.

Fees & Commissions

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.

What kind of clients Douglas Cameron Neff serves?

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.

Careers at Ihp Capital Partners

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Douglas Cameron Neff	President/director/trustee	1 May 1992	Other	1397020
Douglas Dix Abbey	Director/trustee	1 May 1992	Other	2621509
Donald S. Grant	Executive vice president/director/trustee/secretary	1 May 1992	Other	6047289
John D. O'donnell	Director/trustee	1 May 1992	Other	6047332
Thomas Robert Burke	Director/trustee	1 May 1992	Other	2583665
T. Robert Burke	Director/trustee	1 May 1992	Other	6047329
D. And S. Grant Revocable Trust	Shareholder	1 Dec 1997	Other	xxx-xx-xxxx
J. And P. O'donnell Revocable Trust	Shareholder	1 Dec 1997	Other	xxx-xx-xxxx
J. And C. Westling Revocable Trust	Shareholder	1 Dec 1997	Other	xxx-xx-xxxx
Robert James Westling	Trustee	1 Dec 1997	Other	6047868
J. W. Pruitt	Senior vice president	1 Jun 1999	Other	6047324
Brian P. Mcgowan	Chief operating officer/chief financial officer/chief compliance officer	1 Aug 2001	Other	6047320
Hrm/Cmg 2000 Trust	Shareholder	1 Oct 2001	Other	xxx-xx-xxxx
Hamid Reza Moghadam	Trustee	1 Oct 2001	Other	2629487
Douglas And Donna Neff Family Trust	Shareholder	1 May 2002	Other	xxx-xx-xxxx
Saul B. Pinto	Secretary/senior vice president	1 May 2002	Other	6047316
Abbey Revocable Living Trust	Shareholder	1 Jun 2003	Other	xxx-xx-xxxx
Scott L Cox	Senior vice president	1 Mar 2004	Other	6211570
Scott Cox	Senior vice president	1 Mar 2004	Other	2580060
The Burke Family Trust	Shareholder	1 Aug 2008	Other	xxx-xx-xxxx
Brenda Lynn Zalke	Chief accounting officer	1 Mar 2014	Other	7091229
N.A. The Goldman Sachs Trust Company	Trustee of j. and p. o'donnell revocable trust	1 Jul 2016	Other	99-999999
Patricia D. O'donnell	Co-trustee of j. and p. o'donnell revocable trust	1 Jul 2016	Other	6775836
Barry Scott Villines	Chief compliance officer & chief financial officer	1 Sep 2016	Other	6709391
Shelli Janeen Black	General counsel	1 Oct 2016	Other	6931939
Christopher Winston Bley	Executive vice president	1 Jul 2018	Other	7091226
Richard Stefan Whiteley	Executive vice president	1 Jul 2018	Other	7091228

Based in Newport Beach

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.