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Ipex, Inc.

● SEC registered since 2010CRD 124337SEC# 801-71851Plymouth, MI
Export (members)
Reg. AUM
$2.24B
Employees
3
Accounts
51
Location
Plymouth, MI

Ipex, Inc. assets under management

Ipex, Inc. is an investment advisory firm registered with the SEC based in Plymouth, MI. The firm has been registered since 2010. It reports $2.2 billion in regulatory assets under management and employs 3 people.
www.ipexusa.comView on SEC.gov ↗

Ipex, Inc. owners & executives

3 reported
NameTitleOwnershipSince
Neha K Patel ControlChief Compliance OfficerUnder 5%2014
Shale Philip Lapping ControlPresidentOver 75%1995
Steven John Cupchak ControlVice PresidentUnder 5%1995

Frequently asked questions

How much does Ipex, Inc. manage?

Ipex, Inc. reports $2.2 billion in regulatory assets under management on its Form ADV.

How many employees does Ipex, Inc. have?

Ipex, Inc. reports 3 employees.

Where is Ipex, Inc. located?

Ipex, Inc. is based in Plymouth, MI and has been SEC-registered since 2010.

Does Ipex, Inc. disclose fund performance?

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

Contact & registration

Address156 West Liberty Street, Plymouth, MI 48170-1315
Phone734-451-0777
Office hours8:30 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$1.36B
Non-discretionary$874.1M
Total (RAUM)$2.24B