Hedge Fund Database

INVESTMENT PARTNERS LTD

Adviser information for INVESTMENT PARTNERS LTD last updated from Form ADV on January 3rd, 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 Limited Liability Company
Fiscal Year End OCTOBER
Legal Location Ohio, United States

Employees

Total Number of Employees 20
Investment Advisory/Research 11
Registered Broker-Dealer Representatives 10
Registered State Investment Advisers 11
Licensed Agents of an Insurance Company 9
No. of Firms/People that Solicit Clients 0

RAUM

Provides Management of Securities Portfolios Yes
Type Accounts RAUM
Discretionary 1,699 $638.3M
Non-Discretionary 3 $7.9M
Total 1,702 $646.1M

Clients

Type Number RAUM
Individuals 761 $196.3M
HNW Individuals 125 $394.9M
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 18 $15.5M
Charitable organizations <5 $2.5M
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 30 $37.0M
Other 0 $0
Type Number
No. of Non-RAUM Clients 3
No. of Non-U.S. Clients 0
No. of Financial Planning Clients 101-250

Services

Advisory Services Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients
Compensation % of AUMHourly charges

Wrap Fee Program

Offers Wrap Fee Program Yes
Acting As RAUM
Sponsor 0
Portfolio Manager 0
Both for Same 190.8M
Portfolio Manager to Program Sponsor
INVESTMENT PARTNERS ASSET MANAGEMENT SERVICES INVESTMENT PARTNERS LTD

Identifiers

SEC RIA File Number 801-55069
SEC ERA File Number 801-55069
SEC CIK Numbers 1050068
SEC CRD Numbers 108913
Legal Entity Identifier None

Principal Office

419 W HIGH AVE
NEW PHILADELPHIA
OH
United States
Monday - Friday, 8:00 AM TO 5:00 PM
Tel: 330-308-9707, Fax: 330-308-9303

Websites

www.invp.com invp.blog/ www.youtube.com/channel/ucl22jzeu3a22l7u7vwsbgcg www.linkedin.com/company/invp/

Chief Compliance Officer

DOUG BAMBECK
PRESIDENT
419 W. HIGH AVENUE
PO BOX 309
NEW PHILADELPHIA
OH
United States
Tel: 330-308-9707
Fax: 330-308-9303
(Full email address available in API data)

Regulatory Contact

HEATHER MILBURN
COMPLIANCE AND OPERATIONS MANAGER
419 W HIGH AVE
PO BOX 309
NEW PHILADELPHIA
OH
United States
Tel: 330-308-9707
Fax: 330-308-9303
(Full email address available in API data)

Industry Affiliates

REA FINANCIAL SERVICES, LTD Accountant or accounting firmPension consultant

Private Funds

Name Type Assets $USD Min Investment $USD No. Owners
None

Control Persons

Name Type Entity Title Since Ownership
REA FINANCIAL SERVICES, LTD Domestic Entity – MEMBER 07/1998 > 75%
BAMBECK, DOUGLAS, GRAY Individual – PRESIDENT 07/2007 < 5%
REA & ASSOCIATES Domestic Entity REA FINANCIAL SERVICES, LTD OWNER 05/1998 > 75%
BAMBECK, DOUGLAS, GRAY Individual – CHIEF COMPLIANCE OFFICER 01/2015 < 5%

No. Employees, Historic

30150201920202021202220232024202520 on 10/18/201920 on 11/14/201920 on 12/11/201920 on 2/27/202020 on 6/19/202020 on 6/23/202020 on 1/5/202119 on 1/29/202119 on 2/5/202119 on 4/19/202119 on 5/5/202121 on 2/15/202221 on 12/21/202219 on 1/27/202319 on 1/30/202319 on 1/30/202319 on 2/13/202319 on 11/10/202320 on 1/3/2024

RAUM, Historic

700M350M02019202020212022202320242025361224784 on 10/18/2019361224784 on 11/14/2019361224784 on 12/11/2019490637920 on 2/27/2020490637920 on 6/19/2020490637920 on 6/23/2020490637920 on 1/5/2021608967882 on 1/29/2021608967882 on 2/5/2021608967882 on 4/19/2021608967882 on 5/5/2021695788674 on 2/15/2022695788674 on 12/21/2022580186252 on 1/27/2023580186252 on 1/30/2023580186252 on 1/30/2023580186252 on 2/13/2023580186252 on 11/10/2023646132340 on 1/3/2024

No. Clients, Historic

1,00050002019202020212022202320242025711 on 10/18/2019711 on 11/14/2019711 on 12/11/2019728 on 2/27/2020728 on 6/19/2020728 on 6/23/2020728 on 1/5/2021814 on 1/29/2021814 on 2/5/2021814 on 4/19/2021814 on 5/5/2021888 on 2/15/2022888 on 12/21/2022904 on 1/27/2023904 on 1/30/2023904 on 1/30/2023904 on 2/13/2023904 on 11/10/2023938 on 1/3/2024

Holdings

From latest 13F, filed August 7th, 2024 for period ending June 30th, 2024
Name Class Value $USD # Shares Private Fund
ABBOTT LABS COM 739K 7K –
ABBVIE INC COM 3M 17K –
ADOBE INC COM 671K 1K –
AFFILIATED MANAGERS GROUP IN COM 248K 2K –
AFLAC INC COM 217K 2K –
ALLSTATE CORP COM 372K 2K –
ALPHABET INC CAP STK CL A 983K 5K –
ALPHABET INC CAP STK CL C 1M 7K –
AMAZON COM INC COM 1M 7K –
AMERICAN ELEC PWR CO INC COM 2M 21K –
AMERICAN TOWER CORP NEW COM 322K 2K –
ANALOG DEVICES INC COM 399K 2K –
APPLE INC COM 7M 34K –
ASML HOLDING N V N Y REGISTRY SHS 919K 899 –
AT&T INC COM 232K 12K –
ATLASSIAN CORPORATION CL A 241K 1K –
AUTOMATIC DATA PROCESSING IN COM 2M 7K –
BANK AMERICA CORP COM 265K 7K –
BERKSHIRE HATHAWAY INC DEL CL B NEW 2M 6K –
BLACKROCK INC COM 278K 354 –
BLACKROCK MUNIASSETS FD INC COM 171K 15K –
BOEING CO COM 328K 2K –
BP PLC SPONSORED ADR 573K 16K –
BRISTOL-MYERS SQUIBB CO COM 602K 14K –
CATERPILLAR INC COM 1M 3K –
CHEVRON CORP NEW COM 1M 8K –
CINCINNATI FINL CORP COM 315K 3K –
CISCO SYS INC COM 658K 14K –
COCA COLA CO COM 945K 15K –
COCA-COLA FEMSA SAB DE CV SPONSORD ADR REP 397K 5K –
COLGATE PALMOLIVE CO COM 378K 4K –
COMCAST CORP NEW CL A 323K 8K –
COSTCO WHSL CORP NEW COM 2M 2K –
CROWDSTRIKE HLDGS INC CL A 623K 2K –
DISNEY WALT CO COM 814K 8K –
DNP SELECT INCOME FD INC COM 388K 47K –
EASTMAN CHEM CO COM 206K 2K –
ELI LILLY & CO COM 6M 7K –
ENBRIDGE INC COM 550K 15K –
ENCORE ENERGY CORP COM NEW 135K 34K –
EXXON MOBIL CORP COM 2M 16K –
FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF 797K 24K –
GE AEROSPACE COM NEW 237K 1K –
GENERAL DYNAMICS CORP COM 647K 2K –
GENERAL MLS INC COM 302K 5K –
GILEAD SCIENCES INC COM 405K 6K –
GOLDMAN SACHS GROUP INC COM 337K 744 –
HOME DEPOT INC COM 1M 4K –
HUNTINGTON BANCSHARES INC COM 939K 71K –
INTEL CORP COM 483K 16K –
INTERNATIONAL BUSINESS MACHS COM 698K 4K –
INTUITIVE SURGICAL INC COM NEW 490K 1K –
INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 320K 5K –
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 498K 3K –
INVESCO QQQ TR UNIT SER 1 772K 2K –
ISHARES SILVER TR ISHARES 1M 43K –
ISHARES TR 0-5YR HI YL CP 4M 88K –
ISHARES TR CORE DIV GRWTH 1M 18K –
ISHARES TR CORE HIGH DV ETF 746K 7K –
ISHARES TR CORE INTL AGGR 2M 37K –
ISHARES TR CORE MSCI EAFE 5M 68K –
ISHARES TR CORE S&P MCP ETF 2M 32K –
ISHARES TR CORE S&P SCP ETF 277K 3K –
ISHARES TR CORE S&P500 ETF 3M 6K –
ISHARES TR ISHS 1-5YR INVS 2M 43K –
ISHARES TR ISHS 5-10YR INVT 426K 8K –
ISHARES TR MODERT ALLOC ETF 398K 9K –
ISHARES TR MSCI EAFE ETF 4M 49K –
ISHARES TR MSCI EAFE MIN VL 1M 16K –
ISHARES TR MSCI INDIA ETF 395K 7K –
ISHARES TR MSCI USA MIN VOL 4M 43K –
ISHARES TR NATIONAL MUN ETF 4M 34K –
ISHARES TR RUS 1000 GRW ETF 14M 37K –
ISHARES TR RUS 1000 VAL ETF 10M 57K –
ISHARES TR RUS 2000 GRW ETF 3M 11K –
ISHARES TR RUS 2000 VAL ETF 3M 21K –
ISHARES TR RUS MD CP GR ETF 4M 40K –
ISHARES TR RUS MDCP VAL ETF 4M 36K –
ISHARES TR RUSSELL 2000 ETF 799K 4K –
ISHARES TR S&P 500 GRWT ETF 5M 55K –
ISHARES TR S&P 500 VAL ETF 4M 24K –
ISHARES TR SELECT DIVID ETF 417K 3K –
ISHARES TR SHORT TREAS BD 401K 4K –
JACOBS SOLUTIONS INC COM 247K 2K –
JOHNSON & JOHNSON COM 883K 6K –
JPMORGAN CHASE & CO. COM 4M 19K –
KLA CORP COM NEW 206K 250 –
LOCKHEED MARTIN CORP COM 920K 2K –
LOWES COS INC COM 336K 2K –
MARATHON PETE CORP COM 239K 1K –
MARSH & MCLENNAN COS INC COM 362K 2K –
MCDONALDS CORP COM 1M 5K –
MERCK & CO INC COM 771K 6K –
MICROSOFT CORP COM 10M 22K –
MORGAN STANLEY COM NEW 204K 2K –
NEXTERA ENERGY INC COM 352K 5K –
NIKE INC CL B 201K 3K –
NORTHROP GRUMMAN CORP COM 483K 1K –
NVIDIA CORPORATION COM 3M 25K –
ORACLE CORP COM 2M 17K –
PARK NATL CORP COM 396K 3K –
PEPSICO INC COM 2M 11K –
PFIZER INC COM 545K 19K –
PRINCIPAL EXCHANGE TRADED FD SPECTRUM PFD 3M 139K –
PROCTER AND GAMBLE CO COM 1M 8K –
PRUDENTIAL FINL INC COM 316K 3K –
SELECT SECTOR SPDR TR ENERGY 823K 9K –
SELECT SECTOR SPDR TR FINANCIAL 670K 16K –
SELECT SECTOR SPDR TR INDL 684K 6K –
SELECT SECTOR SPDR TR SBI CONS STPLS 482K 6K –
SELECT SECTOR SPDR TR SBI INT-UTILS 3M 39K –
SELECT SECTOR SPDR TR SBI MATERIALS 682K 8K –
SIFCO INDS INC COM 178K 58K –
SPDR GOLD TR GOLD SHS 1M 5K –
SPDR INDEX SHS FDS S&P INTL ETF 398K 12K –
SPDR S&P 500 ETF TR TR UNIT 697K 1K –
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 304K 568 –
SPDR SER TR NUVEEN BLMBRG SH 955K 20K –
SPDR SER TR PRTFLO S&P500 GW 239K 3K –
SPDR SER TR PRTFLO S&P500 VL 439K 9K –
SPDR SER TR S&P BIOTECH 203K 2K –
SPDR SER TR S&P DIVID ETF 2M 17K –
STARBUCKS CORP COM 308K 4K –
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 477K 3K –
THERMO FISHER SCIENTIFIC INC COM 828K 1K –
UNITEDHEALTH GROUP INC COM 1M 3K –
VANECK ETF TRUST HIGH YLD MUNIETF 816K 16K –
VANGUARD BD INDEX FDS SHORT TRM BOND 3M 36K –
VANGUARD INDEX FDS GROWTH ETF 280K 749 –
VANGUARD INDEX FDS MID CAP ETF 2M 10K –
VANGUARD INDEX FDS REAL ESTATE ETF 2M 20K –
VANGUARD INDEX FDS SMALL CP ETF 2M 8K –
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 6M 134K –
VANGUARD INTL EQUITY INDEX F FTSE SMCAP ETF 3M 22K –
VANGUARD SCOTTSDALE FDS VNG RUS1000VAL 471K 6K –
VANGUARD SPECIALIZED FUNDS DIV APP ETF 6M 30K –
VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 8M 166K –
VANGUARD WHITEHALL FDS INTL DVD ETF 2M 21K –
VERIZON COMMUNICATIONS INC COM 893K 22K –
VISA INC COM CL A 1M 5K –
WALMART INC COM 2M 23K –
YUM BRANDS INC COM 418K 3K –