IPEX, INC.
Adviser information for IPEX, 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 | Michigan, United States |
Employees
| Total Number of Employees | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 3 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 32 | $1.2B |
| Non-Discretionary | 18 | $833.6M |
| Total | 50 | $2.0B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | <5 | $45.1M |
| 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 | $9.4M |
| Charitable organizations | 21 | $1.8B |
| 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 | 18 | $212.5M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesENDOW/FNDN. CONSULTING SERVICES |
|---|---|
| Compensation | % of AUMFixed fees |
Identifiers
| SEC RIA File Number | 801-71851 |
|---|---|
| SEC ERA File Number | 801-71851 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 124337 |
| Legal Entity Identifier | None |
Principal Office
156 WEST LIBERTY STREETPLYMOUTH
MI
United States
Monday - Friday, 8:30 AM TO 4:30 PM
Tel: 734-451-0777, Fax: 734-451-6830
Websites
Chief Compliance Officer
NEHA K. PATEL
CHIEF COMPLIANCE OFFICER
156 WEST LIBERTY STREET
PLYMOUTH
MI
United States
Tel:
734-451-0777
N***@**********M
(Full email address available in API data)
Regulatory Contact
SHALE P. LAPPING
PRESIDENT
156 WEST LIBERTY STREET
PLYMOUTH
MI
United States
Tel:
734-451-0777
Fax:
734-451-6830
S****@**********M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| LAPPING, SHALE, PHILIP | Individual | – | PRESIDENT | 08/1995 | > 75% |
| CUPCHAK, STEVEN, JOHN | Individual | – | VICE PRESIDENT | 10/1995 | < 5% |
| PATEL, NEHA, K | Individual | – | CHIEF COMPLIANCE OFFICER | 03/2014 | < 5% |