Ipswich Investment Management Company, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Beverly, MA. Its latest Form ADV filing, dated March 16, 2026, reports $730M in regulatory assets under management, 11 employee, and 549 accounts.
Assets Under Management
$730M
Employees
11
Offices
--
Total Clients
268
Primary office
BEVERLY, MA
138 CONANT STREET, SUITE 201, BEVERLY, MA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.4% of total clients.
Top client categories% of clientsClients
1
Individuals
78.4%
210
2
HNWI
15.7%
42
3
Charitable
3.7%
10
4
Corporations
2.2%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$730Mas of March 16, 2026
Discretionary88.5%
$646M
89% of total RAUM88.5%
Non-discretionary11.5%
$84M
11% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$730M
Total Accounts549
10Y AUM Change+$377M (+106.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee24:1
10Y Employee Change+1 (+10.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.