Ihp Capital Partners (Newport Beach)


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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. 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.