SourcingSourcing

GIP INVESTMENT ADVISER LLC

B63
CRD 300541·SEC 801-126300·WEST PALM BEACH, FL
AUM
$198.0M
$100M-$500M
Est. Revenue
$2.0M
@ 1% on AUM
Est. EBITDA
$594K
@ 30% margin
Est. Deal Value
$4.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GIP INVESTMENT ADVISER LLC
CRD
300541
SEC file #
801-126300
EIN
—
DBA names
—

Economics

AUM
$198.0M
AUM band
$100M-$500M
AUM trajectory
'23'26
$270.7M → $198.0M▼ -27%
Client mix
Pooled Investment Vehicles6

Operations

Employees (total)
5
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
6 advisors → 4 advisors▼ -33%
Primary office
WEST PALM BEACH FL
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — pooled vehicles
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
ksvglobal.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
K12 INVESTMENTS, LLC
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
K12 INVESTMENTS, LLC
RITACCO, JOHN, ALBERT
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
KSVGLOBAL.COM
Rdap Domain Creation Date
2018-08-29T18:39:08Z
Rdap Firm Age Years
8
Rdap Firm Age Band
5-10y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (13)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-08-29T18:39:08Z
Rdap Domain Last Changed
2025-08-30T16:31:41Z
Rdap Nameservers
Dns1.p08.nsone.netDns2.p08.nsone.netDns3.p08.nsone.netDns4.p08.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
Yes

People (1)

1
RITACCO, JOHN, ALBERT
Executive Officer · 2.5%
6025576