Investment Partners Asset Management is an SEC registered investment adviser organized as a corporation with a primary office location in Metuchen, NJ. Its latest Form ADV filing, dated February 5, 2026, reports $333M in regulatory assets under management, 6 employees, 1 office, and 605 accounts.
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 57.6% of total clients.
Top client categories% of clientsClients
1
HNWI
57.6%
148
2
Individuals
36.2%
93
3
Charitable
3.9%
10
4
Pension Plans
1.6%
4
5
Corporations
0.8%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$333Mas of February 5, 2026
Discretionary96.3%
$321M
96% of total RAUM96.3%
Non-discretionary3.7%
$13M
4% of total RAUM3.7%
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$333M
Total Accounts605
10Y AUM Change+$231M (+226.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee43:1
10Y Employee Change+1 (+20.0%)
* 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.