PPrivate Fund Data Log in Join · $37/mo

Investment Partners Ltd

● SEC registered since 1997CRD 108913SEC# 801-55069New Philadelphia, OH
Export (members)
Reg. AUM
$807.5M
Employees
19
Accounts
1,738
Location
New Philadelphia, OH

Investment Partners Ltd assets under management

Investment Partners Ltd is an investment advisory firm registered with the SEC based in New Philadelphia, OH. The firm has been registered since 1997. It reports $807.5 million in regulatory assets under management and employs 19 people.

Investment Partners Ltd owners & executives

4 reported
NameTitleOwnershipSince
Douglas Gray Bambeck ControlPresidentUnder 5%2007
Douglas Gray Bambeck ControlChief Compliance OfficerUnder 5%2015
Rea Financial Services, Ltd ControlMemberOver 75%1998
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Investment Partners Ltd manage?

Investment Partners Ltd reports $807.5 million in regulatory assets under management on its Form ADV.

How many employees does Investment Partners Ltd have?

Investment Partners Ltd reports 19 employees.

Where is Investment Partners Ltd located?

Investment Partners Ltd is based in New Philadelphia, OH and has been SEC-registered since 1997.

Does Investment Partners Ltd disclose fund performance?

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

Contact & registration

Address419 W High Ave, New Philadelphia, OH 44663
Phone330-308-9707
Fax330-308-9303
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1050068
Discloses disciplinary historyYes

Assets under management

Discretionary$797.8M
Non-discretionary$9.7M
Total (RAUM)$807.5M