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| Investment Partners Asset Management
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| CRD # | 121812 |
| SEC # | 801-61906 |
| CIK # | 0001384416 |
| AUM | $263.8 M (2025-02-09) |
| Employees | 6 (100% Investors, 0% Brokers) |
| Phone | 732-205-0391 |
| Address | 10 Station Place Metuchen, NJ 08840 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001384416 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 7.4 | ||
| Microsoft Corp | 6.3 | ||
| Nvidia Corp | 4.0 | ||
| Facebook Inc | 3.4 | ||
| Alphabet Inc | 3.2 | ||
| International Business Machines Corp | 2.6 | ||
| AT&T Inc | 2.4 | ||
| Amazon Com Inc | 2.2 | ||
| Goldman Sachs Group Inc | 2.2 | ||
| Oracle Corp | 2.0 | ||
| J P Morgan Chase & Co | 1.7 | ||
| Brookfield Renewable Corp | 1.6 | ||
| ETFS Gold Trust | 1.6 | ||
| Alphabet Inc | 1.5 | ||
| Verizon Communications Inc | 1.5 | ||
| VISA Inc | 1.3 | ||
| Prev | Page 1 | Next | |||
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Remington Value & Special Situation Fund LLC | [2012-02-23] | 2.8 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 97 | 16.8 |
| (b) Individuals (high net worth individuals) | 136 | 197.8 |
| (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 | 4 | 4.5 |
| (h) Charitable organizations | 9 | 33.6 |
| (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 | 11.0 |
| (n) Other | 0 | 0.0 |
| Total | 535 | 263.8 |
| By Discretionary | ||
| Discretionary | 497 | 250.3 |
| Non-Discretionary | 38 | 13.4 |
| Total | 535 | 263.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 263.8 | |
| Total | 535 | 263.8 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 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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