Cip Capital Management, Llc
- Regulatory AUM
- $2.6M
- Discretionary
- $0
- Clients
- 8
- Avg AUM / client
- $330K
- Accounts
- 8
- Employees
- 4
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 8 | $2.6M | 100.0% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Connollys 401(k) Retirement Plan Michael J. Connolly & Sons, Inc. | 2024 | |
| The Cambridge School Of Weston Tda And Dc Retirement Plan The Cambridge School Of Weston, Inc. | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Gregg Patrick Semprucci | Registered representative | Chartered Financial Consultant | Jan 2023 (4y) | |
| James Joseph Mcsweeney | Registered representative | Jan 2023 (4y) | ||
| Robert Francis Mcgowan | Registered representative | Jan 2023 (4y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (2)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Connollys 401(k) Retirement Plan | Michael J. Connolly & Sons, Inc. | 277 | $4.9M | 01/01/2024 |
| The Cambridge School Of Weston Tda And Dc Retirement Plan | The Cambridge School Of Weston, Inc. | 99 | $30.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/28/2025 | 1.3 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Pension consulting services
- • Other services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 28, 2025.
View current Form ADV (SEC/IAPD) ↗