INVESTMENT PARTNERS ASSET MANAGEMENT
CRD #121812 SEC #801-61906 METUCHEN, NJ 732-205-0391
SEC Registered
Total AUM
$263.8M
Discretionary
$250.3M
Employees
6
Clients
51
Accounts
535
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $263.8M | $250.3M | $13.4M | 6 | 0 |
| Jun 2024 | $225.4M | $216.2M | $9.2M | 5 | 0 |
| Feb 2024 | $225.4M | $216.2M | $9.2M | 5 | 0 |
| May 2023 | $174.5M | $170.2M | $4.3M | 5 | 0 |
| Mar 2023 | $174.5M | $170.2M | $4.3M | 5 | 0 |
| Mar 2023 | $174.5M | $170.2M | $4.3M | 5 | 0 |
| Nov 2022 | $196.1M | $188.9M | $7.2M | 5 | 0 |
| Feb 2022 | $196.1M | $188.9M | $7.2M | 5 | 0 |
| Feb 2022 | $196.1M | $188.9M | $7.2M | 5 | 0 |
| Jun 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Jun 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Jun 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Jun 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Apr 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Mar 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Mar 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Mar 2021 | $178.3M | $171.9M | $6.4M | 6 | 0 |
| Jul 2020 | $142.9M | $139.4M | $3.4M | 5 | 0 |
| Jun 2020 | $142.9M | $139.4M | $3.4M | 5 | 0 |
| May 2020 | $142.9M | $139.4M | $3.4M | 5 | 0 |
| Feb 2020 | $142.9M | $139.4M | $3.4M | 5 | 0 |
| Nov 2019 | $107.7M | $107.2M | $495.3K | 5 | 0 |
| Mar 2019 | $107.7M | $107.2M | $495.3K | 5 | 0 |
| Mar 2018 | $113M | $112.2M | $836.5K | 5 | 0 |
| Feb 2017 | $102.2M | $100.3M | $1.9M | 5 | 100 |
| Oct 2016 | $97.2M | $95.3M | $1.9M | 5 | 100 |
| Mar 2016 | $91.6M | $89.8M | $1.8M | 5 | 100 |
| Feb 2015 | $101.7M | $100.9M | $754.6K | 5 | 100 |
| Mar 2014 | $102.2M | $101.3M | $857.1K | 5 | 100 |
| Feb 2014 | $102.2M | $101.3M | $857.1K | 5 | 100 |
| Feb 2013 | $95.2M | $93.9M | $1.2M | 5 | 100 |
| Feb 2012 | $94.4M | $92.9M | $1.4M | 1 | 26 |
| Feb 2011 | $102.1M | $100.9M | $1.2M | 5 | -- |
| Jun 2009 | $55.8M | $55M | $782.5K | 5 | -- |
| Feb 2009 | $55.8M | $55M | $782.5K | 5 | -- |
| Jan 2007 | $62.9M | $58.1M | $4.8M | 5 | -- |
| Jan 2006 | $49.3M | $44M | $5.3M | 5 | -- |
| Jun 2005 | $45.8M | $40.5M | $5.3M | 5 | -- |
| Jan 2005 | $45M | $40.3M | $4.7M | 5 | -- |
| Jan 2005 | $40.9M | $35.3M | $5.6M | 5 | -- |
| Apr 2004 | $40.9M | $35.3M | $5.6M | 5 | -- |
| Jan 2004 | $40.9M | $35.3M | $5.6M | 5 | -- |
DateFeb 2025
Total AUM$263.8M
Discretionary$250.3M
Non-Disc.$13.4M
Employees6
Clients0
DateJun 2024
Total AUM$225.4M
Discretionary$216.2M
Non-Disc.$9.2M
Employees5
Clients0
DateFeb 2024
Total AUM$225.4M
Discretionary$216.2M
Non-Disc.$9.2M
Employees5
Clients0
DateMay 2023
Total AUM$174.5M
Discretionary$170.2M
Non-Disc.$4.3M
Employees5
Clients0
DateMar 2023
Total AUM$174.5M
Discretionary$170.2M
Non-Disc.$4.3M
Employees5
Clients0
DateMar 2023
Total AUM$174.5M
Discretionary$170.2M
Non-Disc.$4.3M
Employees5
Clients0
DateNov 2022
Total AUM$196.1M
Discretionary$188.9M
Non-Disc.$7.2M
Employees5
Clients0
DateFeb 2022
Total AUM$196.1M
Discretionary$188.9M
Non-Disc.$7.2M
Employees5
Clients0
DateFeb 2022
Total AUM$196.1M
Discretionary$188.9M
Non-Disc.$7.2M
Employees5
Clients0
DateJun 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateJun 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateJun 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateJun 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateApr 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateMar 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateMar 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateMar 2021
Total AUM$178.3M
Discretionary$171.9M
Non-Disc.$6.4M
Employees6
Clients0
DateJul 2020
Total AUM$142.9M
Discretionary$139.4M
Non-Disc.$3.4M
Employees5
Clients0
DateJun 2020
Total AUM$142.9M
Discretionary$139.4M
Non-Disc.$3.4M
Employees5
Clients0
DateMay 2020
Total AUM$142.9M
Discretionary$139.4M
Non-Disc.$3.4M
Employees5
Clients0
DateFeb 2020
Total AUM$142.9M
Discretionary$139.4M
Non-Disc.$3.4M
Employees5
Clients0
DateNov 2019
Total AUM$107.7M
Discretionary$107.2M
Non-Disc.$495.3K
Employees5
Clients0
DateMar 2019
Total AUM$107.7M
Discretionary$107.2M
Non-Disc.$495.3K
Employees5
Clients0
DateMar 2018
Total AUM$113M
Discretionary$112.2M
Non-Disc.$836.5K
Employees5
Clients0
DateFeb 2017
Total AUM$102.2M
Discretionary$100.3M
Non-Disc.$1.9M
Employees5
Clients100
DateOct 2016
Total AUM$97.2M
Discretionary$95.3M
Non-Disc.$1.9M
Employees5
Clients100
DateMar 2016
Total AUM$91.6M
Discretionary$89.8M
Non-Disc.$1.8M
Employees5
Clients100
DateFeb 2015
Total AUM$101.7M
Discretionary$100.9M
Non-Disc.$754.6K
Employees5
Clients100
DateMar 2014
Total AUM$102.2M
Discretionary$101.3M
Non-Disc.$857.1K
Employees5
Clients100
DateFeb 2014
Total AUM$102.2M
Discretionary$101.3M
Non-Disc.$857.1K
Employees5
Clients100
DateFeb 2013
Total AUM$95.2M
Discretionary$93.9M
Non-Disc.$1.2M
Employees5
Clients100
DateFeb 2012
Total AUM$94.4M
Discretionary$92.9M
Non-Disc.$1.4M
Employees1
Clients26
DateFeb 2011
Total AUM$102.1M
Discretionary$100.9M
Non-Disc.$1.2M
Employees5
Clients--
DateJun 2009
Total AUM$55.8M
Discretionary$55M
Non-Disc.$782.5K
Employees5
Clients--
DateFeb 2009
Total AUM$55.8M
Discretionary$55M
Non-Disc.$782.5K
Employees5
Clients--
DateJan 2007
Total AUM$62.9M
Discretionary$58.1M
Non-Disc.$4.8M
Employees5
Clients--
DateJan 2006
Total AUM$49.3M
Discretionary$44M
Non-Disc.$5.3M
Employees5
Clients--
DateJun 2005
Total AUM$45.8M
Discretionary$40.5M
Non-Disc.$5.3M
Employees5
Clients--
DateJan 2005
Total AUM$45M
Discretionary$40.3M
Non-Disc.$4.7M
Employees5
Clients--
DateJan 2005
Total AUM$40.9M
Discretionary$35.3M
Non-Disc.$5.6M
Employees5
Clients--
DateApr 2004
Total AUM$40.9M
Discretionary$35.3M
Non-Disc.$5.6M
Employees5
Clients--
DateJan 2004
Total AUM$40.9M
Discretionary$35.3M
Non-Disc.$5.6M
Employees5
Clients--