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| Happy Holidays!! thanks for using AUM13F!! |
| Ipswich Investment Management Company Inc
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| CRD # | 106625 |
| SEC # | 801-26465 |
| CIK # | 0001463753 |
| AUM | $695.6 M (2025-03-26) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 978-356-6333 |
| Address | 138 Conant Street, Suite 201 Beverly, MA 01915 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 31.5 | ||
| Apple Inc | 17.9 | ||
| Costco Wholesale Corp /NEW | 14.5 | ||
| J P Morgan Chase & Co | 13.2 | ||
| Nvidia Corp | 12.1 | ||
| Alphabet Inc | 10.8 | ||
| Amazon Com Inc | 10.7 | ||
| VISA Inc | 9.9 | ||
| Exxon Mobil Corp | 9.9 | ||
| Progressive Corp/Oh/ | 8.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 201 | 269.8 |
| (b) Individuals (high net worth individuals) | 41 | 327.9 |
| (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 | 10 | 78.1 |
| (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 | 6 | 19.8 |
| (n) Other | 0 | 0.0 |
| Total | 539 | 695.6 |
| By Discretionary | ||
| Discretionary | 530 | 616.7 |
| Non-Discretionary | 9 | 79.0 |
| Total | 539 | 695.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 8.8 | |
| United States Persons | 686.8 | |
| Total | 539 | 695.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001463753] |
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|---|---|---|
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CA | 0.7 |
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PR | 0.7 |
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Buttonwood Financial Group LLC
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MO | 0.7 |
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FL | 0.7 |
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Veracity Capital LLC
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GA | 0.7 |
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DL Carlson Investment Group Inc
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NH | 0.7 |
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American Wealth Management
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NV | 0.7 |
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Marathon Capital Management LLC
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MD | 0.7 |
|
Seneca Financial Advisors LLC
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NY | 0.7 |
|
Blue Edge Capital LLC
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VA | 0.7 |