Investment Partners Ltd
● SEC registered since 1997CRD 108913SEC# 801-55069New Philadelphia, OH
Reg. AUM
$892.3M
Employees
20
Accounts
1,818
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 $892.3 million in regulatory assets under management and employs 20 people.
Investment Partners Ltd owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Gray Bambeck Control | President | Under 5% | 2007 |
| Douglas Gray Bambeck Control | Chief Compliance Officer | Under 5% | 2015 |
| Rea Financial Services, Ltd Control | Member | Over 75% | 1998 |
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Join to unlock · $37/moFrequently asked questions
How much does Investment Partners Ltd manage?
Investment Partners Ltd reports $892.3 million in regulatory assets under management on its Form ADV.
How many employees does Investment Partners Ltd have?
Investment Partners Ltd reports 20 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
| Address | 419 W High Ave, New Philadelphia, OH 44663 |
| Phone | 330-308-9707 |
| Fax | 330-308-9303 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1050068 |
| Discloses disciplinary history | Yes |
Regulatory AUM
$892.3M▲ 11%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$892.3Mregulatory AUM
Discretionary $881MNon-discretionary $11.3M