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| Happy Holidays!! thanks for using AUM13F!! |
| Invest Capital Partners Co
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|---|---|
| CRD # | 287987 |
| SEC # | 801-110218 |
| CIK # | 0001297591 |
| AUM | $229.3 M (2025-01-07) |
| Employees | 11 (82% Investors, 0% Brokers) |
| Phone | 937-557-3200 |
| Address | 550 S Main Street Springboro, OH 45066 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 511 | 90.7 |
| (b) Individuals (high net worth individuals) | 85 | 122.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 4 | 3.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 9 | 13.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,200 | 229.3 |
| By Discretionary | ||
| Discretionary | 1,117 | 215.7 |
| Non-Discretionary | 83 | 13.6 |
| Total | 1,200 | 229.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.3 | |
| Total | 1,200 | 229.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 3 | [0001297591] | |
| 4 | [0001297591] |
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Slocum Gordon & Co LLP
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|
RI | 0.2 |
|
Davis Capital Management LLC
✚
|
FL | 0.2 |
|
Millington Financial Advisors LLC
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IL | 0.2 |