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Invest Capital Partners, Co.

● SEC registered since 2017CRD 287987SEC# 801-110218Springboro, OH
Export (members)
Reg. AUM
$229.3M
Employees
11
Accounts
1,200
Location
Springboro, OH

Invest Capital Partners, Co. assets under management

Invest Capital Partners, Co. is a registered investment adviser overseen by the SEC based in Springboro, OH. The firm has been registered since 2017. It reports $229.3 million in regulatory assets under management and employs 11 people.
www.mwm.financialView on SEC.gov ↗

Invest Capital Partners, Co. owners & executives

1 reported
NameTitleOwnershipSince
John William Bach ControlCeo, CcoOver 75%2019

Frequently asked questions

How much does Invest Capital Partners, Co. manage?

Invest Capital Partners, Co. reports $229.3 million in regulatory assets under management on its Form ADV.

How many employees does Invest Capital Partners, Co. have?

Invest Capital Partners, Co. reports 11 employees.

Where is Invest Capital Partners, Co. located?

Invest Capital Partners, Co. is based in Springboro, OH and has been SEC-registered since 2017.

Does Invest Capital Partners, Co. disclose fund performance?

Invest Capital Partners, Co. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address550 S. Main Street, Springboro, OH 45066
Phone937-557-3200
Fax937-557-3204
Office hours8:00 a.m. - 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$215.7M
Non-discretionary$13.6M
Total (RAUM)$229.3M