Multi-Family OfficeRIA · CRD 152990SEC-RegisteredPrivate Fund Adviser

Updated:

IPG Investment Advisors

IPG Investment Advisors was established in 1983 by David M. Guss after his career in brokerage and investment management. Adolfo Gonzalez-Rubio later assumed...

IPG Investment Advisors logo

IPG Investment Advisors

IPG Investment Advisors was established in 1983 by David M. Guss after his career in brokerage and investment management. Adolfo Gonzalez-Rubio later assumed the role of CEO and majority owner. The firm provides advisory, portfolio management, and concierge services to affluent families. Capital is deployed through private equity, real estate, hedge funds, private credit, commodities, digital assets, and direct co-investments. Geographic exposure spans North America, South America, Europe, Asia, and Africa. Holdings include positions in vehicles such as iShares Bitcoin Trust, Grayscale Ethereum Trust, SPDR Gold Shares, and IPG-Mono Capital Funds I and II. The firm employs professionals who cover research and relationship management. It maintains affiliations with FINRA and the National Futures Association. Adolfo Gonzalez-Rubio also serves on the boards of the Smart Border Coalition and World Trade Center Guadalajara. IPG operates with a registered broker-dealer structure that supports both advisory mandates and direct investment execution for its client families.

General information

Firm type

Multi Family Office

Year founded

1983

Location

Region

North America

Country

United States

City

San Diego

Corporate office

San Diego, CA, United States

Principals

Adolfo Gonzalez-Rubio

CEO and majority owner

David M. Guss

Founder

Alberto Benrey

Principal and minority owner

Alfonso Aldrete

Principal and minority owner

Rafael Benrey

Co-Chief Investment Officer

Sector focus

FinTechSpaceTechIndustrial Tech

Frequently asked questions

Who runs investment decisions at IPG Investment Advisors?

Adolfo Gonzalez-Rubio serves as CEO and majority owner. Rafael Benrey acts as Co-Chief Investment Officer. Alberto Benrey and Alfonso Aldrete hold principal and minority ownership roles.

How does IPG Investment Advisors source proprietary deal flow?

The firm uses in-house research combined with relationships maintained with global dealers. Board positions held by Adolfo Gonzalez-Rubio at the Smart Border Coalition and World Trade Center Guadalajara provide additional network access.

Is IPG Investment Advisors structured as a single family office or does it operate more like a venture firm?

IPG functions as a multi-family office. It offers advisory and portfolio management services to multiple families rather than concentrating on a single family or operating primarily as a venture manager.

Does IPG Investment Advisors participate in fund commitments or only direct deals?

The firm uses both approaches. It holds fund positions such as IPG-Mono Capital Fund I and II while also maintaining direct exposure through vehicles including real estate projects and digital asset trusts.

Where does the underlying wealth come from?

The firm originated from David M. Guss’s brokerage and investment management activities established in 1983. Current ownership is led by Adolfo Gonzalez-Rubio as majority owner.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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