CAPITAL IP INVESTMENT PARTNERS LP
SEC RegisteredIntelligent Capital for Technology Growth
About the firm
Capital IP is a private capital solutions firm specializing in structured debt and hybrid capital for technology companies with $15-$100 million in annual revenue. The firm provides private credit and liquidity solutions to mid-to-late-stage technology companies worldwide, with a mandate to offer flexible capital that supports growth while preserving ownership.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Private credit and liquidity solutions, structured debt and hybrid capital, flexible capital supporting growth, acquisitions, and liquidity needs, with insight-driven underwriting focused on revenue quality, customer behavior, and cash flow.
Who they serve
Mid-to-late-stage technology companies worldwide with $15-$100 million in annual revenue, including SaaS, data and AI, enterprise hardware, and fintech infrastructure businesses.
| Client segment | Clients | Assets managed |
|---|---|---|
| High Net Worth Individuals | 10 | $2.9M |
| Pension/Profit Sharing Plans | 1 | $78M |
0 total clients reported on Form ADV.
Leadership
Office locations
Regulatory & compliance
Data as of March 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. CAPITAL IP INVESTMENT PARTNERS LP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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