MEMBERSHIP
Learn. Advocate. Advance.
The Portfolio Diversifying Investments (PDI) industry is vast, and it’s growing. Product evolution is happening at a rapid pace and distribution channels continue to expand. But with limited time and resources, how do you put your business on a path for growth? IPA membership is the most effective way to get plugged in, stay informed and understand the latest trends in PDI products.
200
MEMBER COMPANIES
1700
INDIVIDUAL MEMBERS
IPA Membership Offers:
- Exclusive networking opportunities at the PDI industry’s premiere events
- Collaboration and development of industry best practice guidelines
- Premium branding opportunities
- Proactive industry media relations
- Real-time actionable intelligence on critical legislative and regulatory issues
- Connection to important advocacy issues in Washington D.C. and the 50 states
- Access to industry news platforms and educational webinars
Membership Categories
% of Members
The Distribution Partners membership category includes independent broker dealers, RIAs and wirehouse firms that offer alternative investment products to retail investors.
Annual IPA membership dues for Distribution Partners are complimentary.
MEMBERSHIP BENEFITS
Asset Managers:
% of Members
The Asset Managers membership category is composed of firms that sponsor and manage portfolio diversifying investment products, including REITs, BDCs, Interval Funds, Closed-End Funds and Direct Participation Programs.
Annual Dues: Based on firm’s cumulative equity raised
MEMBERSHIP BENEFITS
Industry Partners:
% of Members
The Industry Partners membership category is comprised of companies that provide professional services within the portfolio diversifying investments industry, or which otherwise wish to market to such members or be associated with the industry.
Annual Dues: Based on firm’s industry-related revenue
MEMBERSHIP BENEFITS
”The IPA is at the vanguard of the PDI evolution and its members enjoy a competitive advantage.
Scott SmithSenior Managing Director | Waypoint Residential
”The IPA’s unifying voice for the industry is much stronger than any individual member firm.
Thayer GallisonCFA, V.P., Due Diligence Officer | Ladenburg Thalmann Financial Services, Inc
- AI Insight, Inc.
- Alston & Bird LLP
- Alternative Investment Exchange (AIX)
- Arnold & Porter Kaye Scholer LLP
- Artivest/Altegris Investment LLC
- Baker & McKenzie
- Blue Vault
- Broadridge Financial Solutions
- Buttonwood Due Diligence, LLC
- CBRE Valuation and Advisory Services
- Clifford Chance US LLP
- Computershare
- DLA Piper US LLP
- DST Systems
- DTCC – AIP
- Duff & Phelps, LLC
- Envision
- Eversheds Sutherland (US) LLP
- FactRight, LLC
- Great Lakes Fund
- Greenberg Traurig, LLP
- Thompson Hine
- iCapital Network
- KPMG LLP
- Kunzman & Bollinger, Inc.
- Kutak Rock
- Morris, Manning & Martin, LLP
- Morrison & Forester LLP
- Nelson Mullins
- NLR Advisory Services
- Openfinance
- Orchard Securities, LLC
- Phoenix American Financial Services
- Proskauer Rose, LLP
- RealBlocks
- Resolute Capital Partners
- Robert A. Stanger & Co., Inc.
- Securities Transfer Corporation
- Seyfarth Shaw LLP
- Silver Portal Capital, LLC
- Snyder Kearney, LLC
- Stroock & Stroock & Lavan LLP
- The Bowman Law Firm, LLC
- Thompson Hine
- WealthForge
- Winston & Strawn LLP
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MEMBER DIRECTORY
IPA Members operate and have investments in all 50 states and around the world.
INDUSTRY PARTNERS
- Greenberg Traurig, LLP
- Thompson Hine
- iCapital Network
- KPMG LLP
- Kunzman & Bollinger, Inc.
- Kutak Rock
- Morris, Manning & Martin, LLP
- Morrison & Forester LLP
- Nelson Mullins
- NLR Advisory Services
- Openfinance
- Orchard Securities, LLC
- Phoenix American Financial Services
- Proskauer Rose, LLP
- RealBlocks
- Resolute Capital Partners
- Robert A. Stanger & Co., Inc.
- Securities Transfer Corporation
- Seyfarth Shaw LLP
- Silver Portal Capital, LLC
- Snyder Kearney, LLC
- Stroock & Stroock & Lavan LLP
- The Bowman Law Firm, LLC
- Thompson Hine
- WealthForge
- Winston & Strawn LLP
DISTRIBUTION PARTNERS
- Advisor Group
- American Portfolios Financial Services, Inc.
- Ameriprise Financial
- Ameritas Investment Corp.
- AOG Wealth Managment
- Atomi Financial Group, Inc.
- Ausdal Financial Partners, Inc.
- Avantax Wealth Management (formerly 1st Global)
- AXA Advisors, LLC
- Baker Tilly Capital, LLC
- Benchmark Private Wealth
- Berthel Fisher & Company Financial Services, Inc.
- Boston Provident Administration, Inc.
- Cabot Lodge Securities, LLC
- Cambridge Investment Research Inc.
- Cape Securities, Inc.
- Capital City Securities, LLC
- Capitol Securities Management, Inc.
- Capstack Partners
- Carter, Terry & Company, Inc.
- Centaurus Financial Inc.
- Certified Financial Group, Inc.
- Cetera Financial Group
- Chauner Securities, Inc.
- Claraphi Advisory Network, LLC
- Coastal Equities Inc.
- Colorado Financial Service Corporation
- Comprehensive Asset Management and Servicing, Inc.
- Concorde Investment Services, LLC
- Conover Securities Corporation
- Corient Capital Partners, LLC
- CR Capital Group
- Crescent Securities Group, Inc.
- Crown Capital Securities, L.P.
- Destra Capital Investments
- Dwyer Financial
- Financial West Group
- First Allied Securities, Inc.
- First Financial Equity Corp.
- Fogel Neale Securities
- GCB Private Wealth
- Geneos Wealth Management, Inc.
- Global Investment Company
- H Beck, Inc.
- Hantz Financial Services, Inc.
- Heritage Fincorp, Inc.
- Hilltop Securities inc
- Hornor Townsend & Kent, Inc.
- IBN Financial Services, Inc.
- Infinex Financial Group
- Infinity Financial Services
- Integras Partners
- International Assets Advisory, LLC
- Invicta Advisors LLC
- Invicta Capital LLC
- J.W. Cole Financial
- John Hancock Investment Management Services
- Kalos Capital, Inc.
- Kestra Financial
- Kovack Securities
- LaSalle St. Securities, LLC
- Legacy Wealth Management, LLC
- Lincoln Financial Network
- LPL Financial
- Madison Avenue Securities, LLC
- MBD Solutions
- MetLife Broker Dealer Group
- Money Concepts
- National Securities Corporation
- NEXT Financial Group, Inc.
- Niagara International Capital Limited
- Nobles & Richards, Inc.
- Northland Securities Inc.
- NPB Financial Group, LLC
- Orchard Securities
- Packerland Brokerage Service
- Partier Securities
- Paulson Investment LLC
- ProEquities, Inc.
- Prospera Financial Services, Inc.
- Questar Capital Corporation
- Regal Securities
- Richfield Orion International Incorporated
- S2K Financial
- Sageworks Capital, Inc.
- Sandlapper Securities, LLC
- SC Distributors, LLC
- SCF Securities, Inc.
- Securities America, Inc.
- Sigma Financial Corporation
- Signal Securities, Inc.
- Sorrento Pacific Financial, LLC
- Strategic Blueprint, LLC
- Summit Brokerage Services, Inc.,
- The O.N. Equity Sales Company
- The Strategic Financial Alliance
- Triad Advisors, Inc.
- Trustmont Financial Group Inc
- U.S. Bancorp Investments Inc.
- UBS Financial Services Inc.
- United Planners Financial Services of America
- USA Financial Securities Corp.
- Venovate Marketplace, Inc.
- Virtu Financial
- Voya Financial
- Waddell & Reed
- 1776 Wealth LLC
- WealthForge Securities, LLC
- Wedbush Morgan Securities
ASSET MANAGERS
- Ashford Securities
- Apollo Global Management
- Benefit Street Partners
- Black Creek Group
- Blackstone
- Bluerock Real Estate
- Broadridge
- CAI Investments
- Cantor Fitzgerald
- Capital Square
- Carter Multifamily Fund Management Company LLC
- Carter Validus REIT Investment Managment
- CION Investments
- CNL Securities Corp.
- Cole Capital
- Commonwealth Capital Securities Corp.
- Cottonwood Residential
- Cushing Asset Management
- DWS RREEF Property Trust
- EcoVest Capital LLC
- ExchangeRight Real Estate LLC
- FS Investment Corporation
- Gladstone Land Corporation
- GPB Capital
- Green Rock
- Griffin Capital Corporation
- Guggenheim Partners
- GWG Holdings, Inc.
- HC Government Realty Trust, Inc.
- Highland Capital Management
- Hines
- Inland Real Estate Investment Corporation
- Invesco
- Jones Lang LaSalle Income Property Trust
- KBS Capital Markets Group
- Kingsbarn Realty Capital
- Lincoln Retail Advisor, LLC
- Lodging Opportunity Fund, REIT
- Lucia Securities
- MCI – Megatel Capital Investment
- MDS Energy Development
- Moody National Companies
- Morrison & Foerster LLP
- Nelson Partners Student Housing
- NB Private Capital
- NorthStar Asset Management Group
- Nuveen
- OC Private Capital
- Owl Rock Capital Partners
- Pacific Oak Capital Markets Group
- Parsonex
- Peachtree Hotel Group
- Phillips Edison and Company
- Phoenix American Financial Services Inc.
- Preferred Apartment Communities, Inc.
- Procaccianti Hotel REIT, Inc.
- Prospect Capital
- Redwood Mortgage Corporation
- Resource Real Estate, Inc.
- Rockspring Capital
- Sierra Income Corporation
- Smartstop Asset Management LLC.
- Sound West Realty Capital
- Sovereign Value-Add & Income Strategy
- Starwood Capital Group
- Starwood Real Estate Income Trust, Inc.
- Steadfast Capital Markets Group
- TriLinc Global Impact Fund
- Triloma
- Triton Pacific Securities
- Trliogy Real Estate Group
- U.S. Energy Development
- Virtua Capital Management, LLC
- Waypoint Residential, LLC
- W. P. Carey Inc.