Investment Partners Asset Management
Investment Partners Asset Management is an SEC-registered wealth manager in Metuchen, NJ with $333.4M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Investment Partners Asset Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121812, SEC 801-61906, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $333.4M (2026-05-18)
- Firm type
- Wealth Manager
- Location
- Metuchen, NJ
- Employees
- 6
- Clients
- 257
- CRD
- 121812
- Ownership
- ABELLA, FRANK, JAMES; INVESTMENT PARTNERS GROUP; ABELLA, GREGG, THOMAS; SHEPHERD, THOMAS, WILLIAM
How much AUM does Investment Partners Asset Management have?
Investment Partners Asset Management reported $333.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Investment Partners Asset Management?
Disclosed owners and executives of Investment Partners Asset Management include ABELLA, FRANK, JAMES, INVESTMENT PARTNERS GROUP, ABELLA, GREGG, THOMAS, SHEPHERD, THOMAS, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.