INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA)

Lobbying Spend

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Filings

Firms Hired

Active Period

2024–2026

Lobbying Spend by Year

Client-reported lobbying expenses on LDA filings

Year	Lobbying Spend	Filings	Firms
2026	—	3	1
2025	—	4	1
2024	—	4	1

Lobbying firms retained by this client; amounts are client-reported expenses when available

Firm Name	Reported Spend	Filings
MINDSET ADVOCACY, LLC	—	11

Government entities explicitly identified as targets in LDA filings

Government Body	Filings
HOUSE OF REPRESENTATIVES	10
SENATE	10
Securities & Exchange Commission (SEC)	10
Labor, Dept of (DOL)	7

Most frequently reported lobbying issues

Issue Code	Description	Reports
Retirement	Retirement	11
Taxation/Internal Revenue Code	Taxation/Internal Revenue Code	11
Financial Institutions/Investments/Securities	Financial Institutions/Investments/Securities	11
Housing	Housing	2

INSTITUTE FOR PORTFOLIO ALTERNATIVES (IPA) — Lobbying Disclosure | Poliscope