IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC. Legal Name
Adviser information for IPSWICH INVESTMENT MANAGEMENT COMPANY, INC last updated from Form ADV on March 27th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Massachusetts, United States |
Employees
| Total Number of Employees | 11 |
|---|---|
| Investment Advisory/Research | 6 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 6 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 520 | $561.9M |
| Non-Discretionary | 8 | $76.4M |
| Total | 528 | $638.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 189 | $235.4M |
| HNW Individuals | 38 | $307.1M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | <5 | $57,624 |
| Charitable organizations | 10 | $76.7M |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 5 | $18.9M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
|---|---|
| Compensation | % of AUMFixed fees |
Principal Office
53 S. MAIN STREETIPSWICH
MA
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 978-356-6333, Fax: 978-356-2176
Websites
Chief Compliance Officer
A. CUSHING TITCOMB
EXECUTIVE VP COO & CCO
53 SOUTH MAIN STREET
IPSWICH
IPSWICH
MA
United States
Tel:
9783566333
Fax:
9783562176
C******@********************M
(Full email address available in API data)
Regulatory Contact
SUSAN SMITH
OPERATIONS SPECIALIST
53 SOUTH MAIN STREET
IPSWICH
MA
United States
Tel:
9783566333
Fax:
9783562176
S*****@********************M
(Full email address available in API data)
Industry Affiliates
| ALEXANDER M COLBY | Other investment adviser, including financial planners |
| DAVID R. MACDOUGALL | Other investment adviser, including financial planners |
| ERIC HARRISON JOSTROM | Other investment adviser, including financial planners |
| JAMES R MCCALL | Other investment adviser, including financial planners |
| JANELL PHILLIPS | Other investment adviser, including financial planners |
| PATRICIA ANNE BOWLIN | Other investment adviser, including financial planners |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COLBY, ALEXANDER, M. | Individual | – | PRESIDENT, CEO & MANAGING DIRECTOR | 11/2014 | < 5% |
| TITCOMB, ALBERT, CUSHING | Individual | – | EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER | 11/2014 | 25-50% |
| JOSTROM, ERIC, HARRISON | Individual | – | CHAIRMAN & CHIEF INVESTMENT OFFICER | 01/2007 | < 5% |
| JOSTROM, ERIC, HARRISON | Individual | – | TRUSTEE | 01/2007 | 25-50% |
| COLBY, ALEXANDER, M. | Individual | – | TRUSTEE | 09/2006 | 5-10% |
| BOWLIN, PATRICIA, ANNE | Individual | – | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | 02/2010 | < 5% |
| MCCALL, JAMES, R | Individual | – | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | 06/2021 | < 5% |
| PHILLIPS, JANELL | Individual | – | EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR | 08/2022 | < 5% |
| MORIN, MOLLY, ADAMS | Individual | – | VP TREASURER | 12/2022 | < 5% |
| MacDougall, David, Robert | Individual | – | SENIOR VICE PRESIDENT & MANAGING DIRECTOR | 01/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 16th, 2024 for period ending June 30th, 2024
| Name | Class | Value $USD | # Shares | Private Fund |
|---|---|---|---|---|
| AMAZON COM INC | COM | 9M | 49K | – |
| INVESCO QQQ TR | UNIT SER 1 | 1M | 3K | – |
| CAMDEN NATL CORP | COM | 2M | 56K | – |
| STARBUCKS CORP | COM | 262K | 3K | – |
| JOHNSON & JOHNSON | COM | 6M | 43K | – |
| AKAMAI TECHNOLOGIES INC | COM | 311K | 3K | – |
| WASTE MGMT INC DEL | COM | 821K | 4K | – |
| COSTCO WHSL CORP NEW | COM | 14M | 17K | – |
| WATSCO INC | COM | 8M | 18K | – |
| SHELL PLC | SPON ADS | 2M | 23K | – |
| PROCTER AND GAMBLE CO | COM | 9M | 56K | – |
| COCA COLA CO | COM | 3M | 48K | – |
| GENERAL MLS INC | COM | 444K | 7K | – |
| ENTERPRISE PRODS PARTNERS L | COM | 670K | 23K | – |
| UNITED PARCEL SERVICE INC | CL B | 373K | 3K | – |
| MARRIOTT INTL INC NEW | CL A | 781K | 3K | – |
| INTEL CORP | COM | 1M | 35K | – |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 391K | 1K | – |
| MEDPACE HLDGS INC | COM | 352K | 855 | – |
| WATERS CORP | COM | 232K | 800 | – |
| LAUDER ESTEE COS INC | CL A | 623K | 6K | – |
| MERCK & CO INC | COM | 8M | 66K | – |
| SPDR S&P 500 ETF TR | TR UNIT | 724K | 1K | – |
| MASTERCARD INCORPORATED | CL A | 1M | 2K | – |
| ILLINOIS TOOL WKS INC | COM | 4M | 15K | – |
| CRISPR THERAPEUTICS AG | NAMEN AKT | 1M | 24K | – |
| EMERSON ELEC CO | COM | 3M | 24K | – |
| DIAGEO PLC | SPON ADR NEW | 694K | 6K | – |
| VERTEX PHARMACEUTICALS INC | COM | 695K | 1K | – |
| CORNING INC | COM | 289K | 7K | – |
| EDWARDS LIFESCIENCES CORP | COM | 2M | 19K | – |
| VERIZON COMMUNICATIONS INC | COM | 641K | 16K | – |
| CHUBB LIMITED | COM | 4M | 17K | – |
| SHERWIN WILLIAMS CO | COM | 446K | 1K | – |
| PEPSICO INC | COM | 4M | 26K | – |
| KIMBERLY-CLARK CORP | COM | 214K | 2K | – |
| HONEYWELL INTL INC | COM | 3M | 16K | – |
| HOME DEPOT INC | COM | 1M | 4K | – |
| BAXTER INTL INC | COM | 260K | 8K | – |
| AUTOMATIC DATA PROCESSING IN | COM | 2M | 8K | – |
| FAIR ISAAC CORP | COM | 2M | 1K | – |
| DUPONT DE NEMOURS INC | COM | 886K | 11K | – |
| SOUTHERN CO | COM | 1M | 16K | – |
| BRITISH AMERN TOB PLC | SPONSORED ADR | 801K | 26K | – |
| LABCORP HOLDINGS INC | COM SHS | 289K | 1K | – |
| SAIA INC | COM | 389K | 820 | – |
| HENRY JACK & ASSOC INC | COM | 468K | 3K | – |
| ISHARES TR | CORE S&P SCP ETF | 646K | 6K | – |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 376K | 925 | – |
| ADOBE INC | COM | 1M | 2K | – |
| ALPHABET INC | CAP STK CL A | 11M | 61K | – |
| PROGRESSIVE CORP | COM | 8M | 37K | – |
| FISERV INC | COM | 342K | 2K | – |
| OREILLY AUTOMOTIVE INC | COM | 871K | 825 | – |
| NEWMONT CORP | COM | 1M | 26K | – |
| COMCAST CORP NEW | CL A | 262K | 7K | – |
| MICROSOFT CORP | COM | 29M | 66K | – |
| SCHLUMBERGER LTD | COM STK | 497K | 11K | – |
| RPM INTL INC | COM | 465K | 4K | – |
| ARES CAPITAL CORP | COM | 270K | 13K | – |
| FEDERAL AGRIC MTG CORP | CL C | 275K | 2K | – |
| NEXTERA ENERGY INC | COM | 1M | 16K | – |
| NIKE INC | CL B | 645K | 9K | – |
| LINDE PLC | SHS | 6M | 14K | – |
| MODERNA INC | COM | 716K | 6K | – |
| COGENT COMMUNICATIONS HLDGS | COM NEW | 2M | 41K | – |
| ROYAL CARIBBEAN GROUP | COM | 340K | 2K | – |
| DOW INC | COM | 555K | 10K | – |
| CORTEVA INC | COM | 505K | 9K | – |
| CONSOLIDATED EDISON INC | COM | 405K | 5K | – |
| ELI LILLY & CO | COM | 4M | 4K | – |
| AIR PRODS & CHEMS INC | COM | 834K | 3K | – |
| DUKE ENERGY CORP NEW | COM NEW | 2M | 18K | – |
| MICRON TECHNOLOGY INC | COM | 437K | 3K | – |
| BROOKFIELD INFRASTRUCTURE CO | COM SB VTG SHS A | 3M | 82K | – |
| AFLAC INC | COM | 662K | 7K | – |
| SYSCO CORP | COM | 828K | 12K | – |
| CHIPOTLE MEXICAN GRILL INC | COM | 367K | 6K | – |
| QUANTA SVCS INC | COM | 214K | 844 | – |
| MARATHON PETE CORP | COM | 308K | 2K | – |
| FURY GOLD MINES LIMITED | COM | 4K | 11K | – |
| REGENERON PHARMACEUTICALS | COM | 265K | 252 | – |
| STAG INDL INC | COM | 1M | 39K | – |
| BARINTHUS BIOTHERAPEUTICS PL | ADS | 32K | 23K | – |
| VISA INC | COM CL A | 7M | 27K | – |
| HERSHEY CO | COM | 597K | 3K | – |
| GXO LOGISTICS INCORPORATED | COMMON STOCK | 665K | 13K | – |
| L3HARRIS TECHNOLOGIES INC | COM | 2M | 9K | – |
| PHILLIPS 66 | COM | 339K | 2K | – |
| META PLATFORMS INC | CL A | 477K | 946 | – |
| ASML HOLDING N V | N Y REGISTRY SHS | 5M | 5K | – |
| COCA-COLA EUROPACIFIC PARTNE | SHS | 1M | 17K | – |
| BCE INC | COM NEW | 217K | 7K | – |
| PALO ALTO NETWORKS INC | COM | 5M | 14K | – |
| MONDELEZ INTL INC | CL A | 502K | 8K | – |
| BROADCOM INC | COM | 700K | 436 | – |
| NOVARTIS AG | SPONSORED ADR | 2M | 20K | – |
| TOTALENERGIES SE | SPONSORED ADS | 2M | 25K | – |
| EXPEDITORS INTL WASH INC | COM | 290K | 2K | – |
| ACCENTURE PLC IRELAND | SHS CLASS A | 7M | 24K | – |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 266K | 3K | – |
| NVIDIA CORPORATION | COM | 10M | 83K | – |
| ISHARES TR | ISHS 1-5YR INVS | 208K | 4K | – |
| ARCHER DANIELS MIDLAND CO | COM | 541K | 9K | – |
| CUMMINS INC | COM | 2M | 6K | – |
| ABBVIE INC | COM | 6M | 38K | – |
| S&P GLOBAL INC | COM | 223K | 501 | – |
| ZOETIS INC | CL A | 321K | 2K | – |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 234K | 4K | – |
| APTARGROUP INC | COM | 253K | 2K | – |
| CHURCH & DWIGHT CO INC | COM | 810K | 8K | – |
| VERISIGN INC | COM | 411K | 2K | – |
| STRYKER CORPORATION | COM | 568K | 2K | – |
| QUALCOMM INC | COM | 1M | 6K | – |
| INTUITIVE SURGICAL INC | COM NEW | 443K | 995 | – |
| VERALTO CORP | COM SHS | 377K | 4K | – |
| MCDONALDS CORP | COM | 2M | 7K | – |
| INTERCONTINENTAL EXCHANGE IN | COM | 286K | 2K | – |
| DOVER CORP | COM | 268K | 1K | – |
| ADVANCED MICRO DEVICES INC | COM | 1M | 7K | – |
| AT&T INC | COM | 851K | 45K | – |
| GE VERNOVA INC | COM | 388K | 2K | – |
| GE AEROSPACE | COM NEW | 1M | 9K | – |
| LULULEMON ATHLETICA INC | COM | 242K | 810 | – |
| ISHARES TR | CORE S&P500 ETF | 3M | 5K | – |
| TEXAS PACIFIC LAND CORPORATI | COM | 3M | 4K | – |
| THE CIGNA GROUP | COM | 963K | 3K | – |
| ONEOK INC NEW | COM | 5M | 62K | – |
| ROSS STORES INC | COM | 1M | 8K | – |
| WELLS FARGO CO NEW | COM | 244K | 4K | – |
| UNION PAC CORP | COM | 7M | 32K | – |
| TRANSOCEAN LTD | REGISTERED SHS | 78K | 15K | – |
| ISHARES TR | PFD AND INCM SEC | 1M | 37K | – |
| SALESFORCE INC | COM | 936K | 4K | – |
| MCCORMICK & CO INC | COM NON VTG | 2M | 25K | – |
| IDEXX LABS INC | COM | 261K | 535 | – |
| THERMO FISHER SCIENTIFIC INC | COM | 4M | 7K | – |
| TORO CO | COM | 344K | 4K | – |
| LOCKHEED MARTIN CORP | COM | 1M | 2K | – |
| JPMORGAN CHASE & CO. | COM | 9M | 45K | – |
| CHEVRON CORP NEW | COM | 8M | 48K | – |
| CONOCOPHILLIPS | COM | 586K | 5K | – |
| DANAHER CORPORATION | COM | 1M | 6K | – |
| TJX COS INC NEW | COM | 6M | 51K | – |
| INTERNATIONAL BUSINESS MACHS | COM | 3M | 16K | – |
| ORACLE CORP | COM | 1M | 7K | – |
| RTX CORPORATION | COM | 2M | 15K | – |
| TEXAS INSTRS INC | COM | 8M | 40K | – |
| TARGET CORP | COM | 1M | 10K | – |
| PFIZER INC | COM | 503K | 18K | – |
| MORGAN STANLEY | COM NEW | 277K | 3K | – |
| 3M CO | COM | 2M | 15K | – |
| GILEAD SCIENCES INC | COM | 320K | 5K | – |
| CATERPILLAR INC | COM | 6M | 18K | – |
| ALPHABET INC | CAP STK CL C | 3M | 16K | – |
| AMERICAN EXPRESS CO | COM | 932K | 4K | – |
| AMGEN INC | COM | 6M | 18K | – |
| APPLIED MATLS INC | COM | 2M | 8K | – |
| OTIS WORLDWIDE CORP | COM | 6M | 59K | – |
| BANK MONTREAL QUE | COM | 674K | 8K | – |
| EQUINOR ASA | SPONSORED ADR | 2M | 80K | – |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 285K | 2K | – |
| LAM RESEARCH CORP | COM | 346K | 325 | – |
| PHILIP MORRIS INTL INC | COM | 1M | 10K | – |
| BRISTOL-MYERS SQUIBB CO | COM | 841K | 20K | – |
| ISHARES TR | RUSSELL 3000 ETF | 12M | 37K | – |
| ALTRIA GROUP INC | COM | 952K | 21K | – |
| AMERICAN WTR WKS CO INC NEW | COM | 1M | 12K | – |
| EXXON MOBIL CORP | COM | 12M | 104K | – |
| UNITEDHEALTH GROUP INC | COM | 552K | 1K | – |
| LOWES COS INC | COM | 432K | 2K | – |
| DEERE & CO | COM | 408K | 1K | – |
| COLGATE PALMOLIVE CO | COM | 2M | 16K | – |
| MCCORMICK & CO INC | COM VTG | 327K | 5K | – |
| BANK NOVA SCOTIA HALIFAX | COM | 1M | 26K | – |
| NOVO-NORDISK A S | ADR | 10M | 71K | – |
| CROWN CASTLE INC | COM | 2M | 19K | – |
| ISHARES TR | CORE S&P MCP ETF | 937K | 16K | – |
| ISHARES TR | MSCI EAFE ETF | 356K | 5K | – |
| APPLE INC | COM | 19M | 92K | – |
| GSK PLC | SPONSORED ADR | 323K | 8K | – |
| WEC ENERGY GROUP INC | COM | 202K | 3K | – |
| ABBOTT LABS | COM | 4M | 36K | – |
| DISNEY WALT CO | COM | 620K | 6K | – |
| MARSH & MCLENNAN COS INC | COM | 7M | 34K | – |