A complete list of active advisors currently associated with Pip Capital & Consulting, LLC

Warmer can help you find a great advisor at Pip Capital & Consulting, LLC or one who fits your needs even better.

Pip Capital & Consulting, LLC provides discretionary investment management to individuals, high-net-worth clients, trusts and estates, and also offers operational consulting services to the hospitality and casino gaming industry. The firm charges percentage-of-AUM advisory fees in typical fashion but the brochure also discloses that, for qualified clients, it employs performance-based fee arrangements with a tiered schedule and specific billing practices. The firm describes an active, technically driven approach focused on growth and value equities, with daily management and ongoing rebalancing; it explicitly uses options—primarily covered-call writing and cash‑covered put selling—to generate income and manage entry and exit points, and notes that options may be used to hedge risk. Accounts are managed on a discretionary basis and performance-based fee accounts are subject to a high‑water mark methodology with a multi‑year look‑back for calculating incentive fees. What distinguishes Pip Capital from many peers is the combination of incentive fee arrangements (detailed tiered percentages and a documented high‑water mark process) together with the explicit, routine use of derivatives and option strategies within separately managed accounts, and an unrelated consulting practice serving corporate clients in the casino and hospitality sectors (the brochure notes consulting clients are not solicited for investment services). As a comparatively compact advisory practice managing roughly $21.4 million across about 34 client accounts and custodied at Interactive Brokers, the firm’s concentrated, option‑focused strategy and side‑by‑side management of fee types present different risk and governance considerations than larger independent advisers.

To learn more about the advisors currently working at Pip Capital & Consulting, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.