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| Investment Partners Ltd
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|---|---|
| CRD # | 108913 |
| SEC # | 801-55069 |
| CIK # | 0000107136, 0001965246, 0001731169, 0001459492, 0001050068, 0001677559, 0001577648, 0001540229 |
| AUM | $892.3 M (2026-05-29) |
| Employees | 20 (55% Investors, 45% Brokers) |
| Phone | 330-308-9707 |
| Address | 419 W High Ave New Philadelphia, OH 44663 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 706.0 | ||
| Microsoft Corp | 523.0 | ||
| Nvidia Corp | 460.2 | ||
| Broadcom Inc | 273.5 | ||
| J P Morgan Chase & Co | 265.3 | ||
| Amazon Com Inc | 261.8 | ||
| Alphabet Inc | 260.7 | ||
| Johnson & Johnson | 186.0 | ||
| Wal Mart Stores Inc | 169.3 | ||
| Facebook Inc | 160.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 705 | 211.2 |
| (b) Individuals (high net worth individuals) | 185 | 618.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 12 | 13.0 |
| (h) Charitable organizations | 3 | 2.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 33 | 46.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,818 | 892.3 |
| By Discretionary | ||
| Discretionary | 1,807 | 881.0 |
| Non-Discretionary | 11 | 11.3 |
| Total | 1,818 | 892.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 892.3 | |
| Total | 1,818 | 892.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000107136] | |
| 13F-HR | [0001050068] | |
| 4 | [0001459492] | |
| 3 | [0001540229] | |
| 4 | [0001540229] | |
| D | [0001577648] | |
| D | [0001677559] | |
| 13F-HR | [0001731169] | |
| 13F-HR | [0001965246] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
BCG Securities Inc
✚
|
NJ | 0.9 |
|
Atlantic Private Wealth LLC
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|
NC | 0.9 |
|
Compass Financial Management LLC
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|
FL | 0.9 |
|
Vance Wealth LLC
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|
CA | 0.9 |
|
Autopilot Advisers LLC
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|
NY | 0.9 |
|
Headinvest LLC
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|
ME | 0.9 |
|
Swisspartners Advisors AG
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|
0.9 | |
|
Southland Equity Partners LLC
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|
0.9 | |
|
3Chopt Investment Partners LLC
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|
VA | 0.9 |
|
Correct Capital Wealth Management LLC
✚
|
MO | 0.9 |