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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| IPEX Inc
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|---|---|
| CRD # | 124337 |
| SEC # | 801-71851 |
| CIK # | |
| AUM | $2.2 B (2025-03-31) |
| Employees | 3 (67% Investors, 0% Brokers) |
| Phone | 734-451-0777 |
| Address | 156 West Liberty Street Plymouth, MI 48170-1315 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 3 | 0.1 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 21 | 1.8 |
| (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 | 19 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 51 | 2.2 |
| By Discretionary | ||
| Discretionary | 34 | 1.4 |
| Non-Discretionary | 17 | 0.9 |
| Total | 51 | 2.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.2 | |
| Total | 51 | 2.2 |
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|---|---|---|
|
Sawgrass Asset Management LLC
✚
|
FL | 2.3 |
|
Mission Prime LLC
✚
|
PR | 2.3 |
|
Icon Wealth Advisors LLC
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TX | 2.3 |
|
Alken Asset Management Ltd
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|
2.2 | |
|
Deroy & Devereaux Private Investment Counsel Inc
✚
|
MI | 2.2 |
|
Cardinal Point Capital Management ULC
✚
|
2.2 | |
|
First Endowment Development Corp
✚
|
TX | 2.2 |
|
Sandhill Capital Partners LLC
✚
|
NY | 2.2 |
|
Resonant Capital Advisors LLC
✚
|
WI | 2.2 |
|
International Assets Investment Management LLC
✚
|
FL | 2.2 |