AdvisorGrade
Fee-basedFiduciaryNo reported disclosuresLocalInternational

Ipswich Investment Management Company, INC

Ipswich Investment Management Company, INC is a fee-based, SEC-registered investment adviser in Beverly, Massachusetts, registered with the SEC since 1986, managing approximately $730M. As an SEC-registered adviser it is held to a fiduciary standard. Its exact fee schedule and account minimums are disclosed in Form ADV Part 2A.

View official SEC record ↗Firm website ↗Try our matching tool →

Source: SEC Form ADV · CRD #106625 · SEC #801-26465 · SEC-registered since 1986 (40 yrs) · Last filing data January 1, 2026

AUM
$730M

as of 2026

Fee model
Fee-based

per Form ADV 5.E

Clients
Not reported

Form ADV 5.C — may be institutional

Employees
11

6 advisers

Assets per adviser

$122Mper adviser

A scale-normalized measure that lets you compare large and small firms. The typical firm in our directory manages about $102M per adviser — this firm is around the typical range.

From ipswichinvestment.com

Visit site ↗
Screenshot of the Ipswich Investment Management Company, INC website

Overview

AI-generated summary

Ipswich Investment Management Company, INC is a fee-based, SEC-registered investment adviser based in Beverly, Massachusetts. It reported approximately $730M in regulatory assets under management on its most recent Form ADV. The firm reported no disclosures on its most recent Form ADV filing.

This summary is generated from Form ADV data and may not capture all nuances. Always review the complete SEC filing before making decisions.

Firm details

CRD #
106625
SEC #
801-26465
Headquarters
Beverly, MA
Employees
11

Clients served

Client types not reported on this filing.

Fees & compensation

  • Compensation model: Fee-based — the firm reports client fees and may also receive commissions on certain products.
  • Typical fee range: See Part 2A. Exact advisory fee rates are reported in Form ADV Part 2A, not Part 1.
  • Account minimum: See Part 2A. Minimums are disclosed in the firm's Part 2A brochure.
  • Custodial, trading, and fund expenses may apply in addition to advisory fees. See the firm's Form ADV Part 2A for the complete fee schedule.

Assets under management

2026$730M
Assets under management by year
YearReported AUM
2026$730M

Reflects the most recent Form ADV filing. Multi-year history is added as additional historical filings are ingested.

Disclosures

Ipswich Investment Management Company, INC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

Frequently asked questions

Is Ipswich Investment Management Company, INC a fiduciary?+

Yes. Ipswich Investment Management Company, INC is an SEC-registered investment adviser (CRD #106625), which means it is held to a fiduciary standard and must act in its clients' best interest. Verify its current status on the SEC's Investment Adviser Public Disclosure (IAPD) site.

How is Ipswich Investment Management Company, INC compensated?+

Ipswich Investment Management Company, INC reports a fee-based compensation model on its Form ADV. Fee-based advisers charge client fees and may also earn commissions on certain products. Exact fee rates and account minimums are disclosed in the firm's Form ADV Part 2A brochure.

How much money does Ipswich Investment Management Company, INC manage?+

Ipswich Investment Management Company, INC reported approximately $730M in regulatory assets under management as of its most recent Form ADV filing.

Does Ipswich Investment Management Company, INC have any disclosures?+

Ipswich Investment Management Company, INC reported no disclosures on its most recent Form ADV (Item 11). Always confirm the current record on the SEC IAPD site.

This profile is generated from publicly available SEC filings. Ipswich Investment Management Company, INC has not verified or endorsed this information. Last updated from filings: January 1, 2026. View the official filing at SEC IAPD.

·
← Back to directory