Investment adviser · CRD 121812

INVESTMENT PARTNERS ASSET MANAGEMENT

Investment adviser filing (IA)

METUCHEN, NJ, United States · Form ADV filed May 18, 2026

Regulatory AUM
$333M
Form ADV · Item 5.F
Client accounts
605
Accounts, not individual clients
Employees
6
Reported in this filing
Advisory professionals
6
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals148$256,456,42876.9%
Charities10$38,343,24811.5%
Individuals93$20,629,1946.2%
Corporations & businesses2$12,970,6183.9%
Retirement plans4$5,041,1691.5%
Filing source

Form ADV 2106390 · May 18, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

1 Private fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

REMINGTON VALUE & SPECIAL SITUATION FUND LLCHedge Fund · Last reported Feb 15, 2017$2.78MGross asset value
Auditor SOBEL & COMPANY LIVINGSTON, New Jersey, United States
Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
Yes
Administrator other than the adviser
No
External marketing
No

PERSHING LLC
SEC 8-17574

Fund details & source
Fund ID
805-3589985834
Reported beneficial owners
25
Minimum commitment
$50K
Form D file number
021-102148

Form ADV 1074760 · Feb 15, 2017 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: May 18, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

10 STATION PLACE
METUCHEN, NJ, 08840, United States

CRD 121812

Filing source

Form ADV 2106390 · May 18, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.