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| Investment Partners Asset Management
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| |
|---|---|
| CRD # | 121812 |
| SEC # | 801-61906 |
| CIK # | 0001384416 |
| AUM | $225.4 MM (2024-06-17) |
| Employees | 5 (100% Investors, 0% Brokers) |
| Phone | 732-205-0391 |
| Address | 10 Station Place Metuchen, NJ 08840 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 7.8 | |
| MSFT | 1,918,222.4 | 5.6 | |
| GOOGL | 1,475,138.5 | 3.0 | |
| NVDA | 399,550.0 | 3.0 | |
| META | 434,852.0 | 2.1 | |
| AMZN | 1,092,997.8 | 1.8 | |
| T | 147,547.0 | 1.6 | |
| GOOG | 1,482,566.4 | 1.6 | |
| IBM | 127,593.9 | 1.5 | |
| VZ | 211,914.0 | 1.5 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
|---|---|---|---|---|
| HF | Remington Value & Special Situation Fund LLC | [2012-02-23] | 2.8 |
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 20.3 |
| (b) Individuals (high net worth individuals) | 119 | 162.1 |
| (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 | 6 | 4.9 |
| (h) Charitable organizations | 5 | 28.0 |
| (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 | 2 | 10.1 |
| (n) Other | 0 | 0.0 |
| Total | 491 | 225.4 |
| By Discretionary | ||
| Discretionary | 459 | 216.2 |
| Non-Discretionary | 32 | 9.2 |
| Total | 491 | 225.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 225.4 | |
| Total | 491 | 225.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001384416] | |
| SC 13D | [0001384416] |
| Form 13D/13G Filer | Form 13D/13G Subject | Filed |
|---|---|---|
| Investment Partners Asset Management Inc | Constellation Energy Partners LLC | [2012-10-23] |
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