Investment adviser · CRD 106625
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC
Investment adviser filing (IA)
IPSWICH INVESTMENT MANAGEMENT COMPANY, INC.
BEVERLY, MA, United States · Form ADV filed Mar 16, 2026
- Regulatory AUM
- $730M Form ADV · Item 5.F
- Client accounts
- 549 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 42 | $329,712,264 | 45.2% |
| Individuals | 210 | $297,543,063 | 40.8% |
| Charities | 10 | $82,343,076 | 11.3% |
| Corporations & businesses | 6 | $20,560,172 | 2.8% |
Filing source
Form ADV 2045134 · Mar 16, 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
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 16, 2026. View historical filings
Reported services
Individual portfolio management · Business portfolio management
Compensation
Percentage of assets · Fixed
Principal office
138 CONANT STREET, SUITE 201BEVERLY, MA, 01915, United States
CRD 106625
Filing source
Form ADV 2045134 · Mar 16, 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.