Aip Acquisition Company, LLC (Safety Harbor)

Aip Acquisition Company, LLC is a large advisory firm based in Safety Harbor. It manages $556.97 million of regulatory assets for 1,525 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Alabama, Arizona, Arkansas, and 45 other states.

Aip Acquisition Company provides portfolio management for individuals and small businesses and 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.

Aip Acquisition Company: assets under management

The assets under management (AUM) of Aip Acquisition Company, LLC is $556.97 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $556.97 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $365.23 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Aip Acquisition Company, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Aip Acquisition Company, LLC

Douglas William Case has been acting as President since 1 Apr 2009. Bryan Edward Stypul joined the executive team most recently as the Chief Financial Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Patrick Zidar	Chairman, chief executive officer, chief compliance officer	1 Feb 2009	Other	2128329
L.L.C. Wayne Hummer Asset Management Company	Direct owner	1 Feb 2009	75% - 100%	110757
Daniel Joseph Cardell	Manager/vice president	1 Feb 2009	Other	2761476
Todd D Doersch	Manager/vice president	1 Feb 2009	Other	4682560
Douglas William Case	President/chief investment officer/manager	1 Apr 2009	Other	4360788
Bryan Edward Stypul	Chief financial officer	1 Apr 2009	Other	4360826
Matie Suzanne Krebs	Chief compliance officer	1 Apr 2009	Other	4699514
Jon Edward Quigley	Vice president/secretary/manager	1 Apr 2009	Other	2653565

Indirect Owners

The SEC currently registers 13 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Whamco Holding Company	Corporate parent, member	1 Nov 2008	75% - 100%	36-3153396
Wintrust Financial Corporation	Direct owner	1 Nov 2008	75% - 100%	36-3873352
David Alan Dykstra	Manager	1 Nov 2008	Other	4496751
John Stoll Lillard	Manager	1 Nov 2008	Other	309614
Stanley Robert Weinberger	Manager	1 Nov 2008	Other	4588175
Bert Atwater Getz	Manager	1 Nov 2008	Other	4588181
Keith John Kotche	Manager	1 Nov 2008	Other	4868782
Daniel Joseph Cardell	Manager	1 Nov 2008	Other	2761476
Todd D Doersch	Manager	1 Nov 2008	Other	4682560
Scott Keith Heitmann	Manager	1 Nov 2008	Other	2351200
Thomas Patrick Zidar	Manager	1 Nov 2008	Other	2128329
Whamco Holding Company	Corporate parent	1 Feb 2009	75% - 100%	36-3153396
Wintrust Financial Corporation	Direct owner	1 Feb 2009	75% - 100%	36-3873352

Based in Safety Harbor

The principal office where Aip Acquisition Company, LLC performs its advisory services is located at 100 Main Street, #301, Safety Harbor, FL 34695, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 727-799-3671 or by fax 727-799-1232. The normal business hours are 8:00am-5:00pm on Monday - Friday.