INVEST CAPITAL PARTNERS, CO.
Legal name: INVEST CAPITAL PARTNERS
CRD #287987 SEC #801-110218 SPRINGBORO, OH 937-557-3200
SEC Registered
Total AUM
$229.3M
Discretionary
$215.7M
Employees
11
Clients
10
Accounts
1,200
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $229.3M | $215.7M | $13.6M | 11 | 0 |
| Dec 2024 | $144.5M | $136.8M | $7.7M | 9 | 0 |
| Jul 2024 | $144.5M | $136.8M | $7.7M | 9 | 0 |
| Jun 2024 | $144.5M | $136.8M | $7.7M | 9 | 0 |
| Jan 2024 | $144.5M | $136.8M | $7.7M | 7 | 0 |
| Jan 2023 | $130.2M | $114.2M | $16M | 7 | 0 |
| Mar 2022 | $177.5M | $157.2M | $20.3M | 10 | 8 |
| Mar 2022 | $177.5M | $157.2M | $20.3M | 10 | 8 |
| Mar 2021 | $145.3M | $129.4M | $15.9M | 10 | 7 |
| Jun 2020 | $98.6M | $87.8M | $10.8M | 7 | 7 |
| Mar 2020 | $98.6M | $87.8M | $10.8M | 7 | 7 |
| Dec 2019 | $95.6M | $95.6M | $0 | 10 | 9 |
| Jun 2019 | $95.6M | $95.6M | $0 | 10 | 9 |
| Mar 2019 | $158.3M | $158.3M | $0 | 11 | 9 |
| Oct 2018 | $117.6M | $117.6M | $0 | 11 | 7 |
| Jun 2018 | $117.6M | $117.6M | $0 | 10 | 7 |
| Mar 2018 | $117.6M | $117.6M | $0 | 9 | 7 |
| Mar 2017 | $0 | $0 | $0 | 6 | 0 |
DateJan 2025
Total AUM$229.3M
Discretionary$215.7M
Non-Disc.$13.6M
Employees11
Clients0
DateDec 2024
Total AUM$144.5M
Discretionary$136.8M
Non-Disc.$7.7M
Employees9
Clients0
DateJul 2024
Total AUM$144.5M
Discretionary$136.8M
Non-Disc.$7.7M
Employees9
Clients0
DateJun 2024
Total AUM$144.5M
Discretionary$136.8M
Non-Disc.$7.7M
Employees9
Clients0
DateJan 2024
Total AUM$144.5M
Discretionary$136.8M
Non-Disc.$7.7M
Employees7
Clients0
DateJan 2023
Total AUM$130.2M
Discretionary$114.2M
Non-Disc.$16M
Employees7
Clients0
DateMar 2022
Total AUM$177.5M
Discretionary$157.2M
Non-Disc.$20.3M
Employees10
Clients8
DateMar 2022
Total AUM$177.5M
Discretionary$157.2M
Non-Disc.$20.3M
Employees10
Clients8
DateMar 2021
Total AUM$145.3M
Discretionary$129.4M
Non-Disc.$15.9M
Employees10
Clients7
DateJun 2020
Total AUM$98.6M
Discretionary$87.8M
Non-Disc.$10.8M
Employees7
Clients7
DateMar 2020
Total AUM$98.6M
Discretionary$87.8M
Non-Disc.$10.8M
Employees7
Clients7
DateDec 2019
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees10
Clients9
DateJun 2019
Total AUM$95.6M
Discretionary$95.6M
Non-Disc.$0
Employees10
Clients9
DateMar 2019
Total AUM$158.3M
Discretionary$158.3M
Non-Disc.$0
Employees11
Clients9
DateOct 2018
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees11
Clients7
DateJun 2018
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees10
Clients7
DateMar 2018
Total AUM$117.6M
Discretionary$117.6M
Non-Disc.$0
Employees9
Clients7
DateMar 2017
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0