# Investment Partners Asset Management

> Investment Partners Asset Management is an SEC-registered investment advisory firm in Metuchen, NJ, registered since 2003, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 121812
- Filed as: INVESTMENT PARTNERS ASSET MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Metuchen, NJ
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/121812
- AdvisorCensus page: https://advisorcensus.com/firm/investment-partners-asset-management-metuchen-nj-121812

## Quick answers

**How is Investment Partners Asset Management compensated?**
On its Form ADV (Item 5.E, October 2026), Investment Partners Asset Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Investment Partners Asset Management located?**
Investment Partners Asset Management's principal office is in Metuchen, NJ, according to its Form ADV.

**Is Investment Partners Asset Management registered with the SEC or a state?**
Investment Partners Asset Management is an SEC-registered investment advisory firm, registered since 2003. Status as filed: Approved. CRD 121812.

**How much does Investment Partners Asset Management manage?**
Investment Partners Asset Management reports $333,440,657 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (96% discretionary).

**How have Investment Partners Asset Management's assets and staff changed since 2021?**
In the Form ADV data for Investment Partners Asset Management: Regulatory assets under management: $178,316,577 in the October 2021 data and $333,440,657 in the October 2026 data, up 87%. Total employees: 6 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Investment Partners Asset Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (148); individuals (other than high net worth individuals) (93); charitable organizations (10).

**Which custodians does Investment Partners Asset Management use?**
Investment Partners Asset Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Investment Partners Asset Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/121812

**What changed in Investment Partners Asset Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $263,774,183 to $333,440,657 (+26%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $333,440,657
- Discretionary: $320,937,279
- Non-discretionary: $12,503,378

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 93 | $20,629,194 |
| High net worth individuals | 148 | $256,456,428 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $5,041,169 |
| Charitable organizations | 10 | $38,343,248 |
| Corporations or other businesses not listed above | 2 | $12,970,618 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2003 (23 years)
- Employees: 6 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, GA, LA, MA, NC, NH, NJ, NM, NY, SC, TX, VA, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [investmentpartners.com](https://investmentpartners.com)
- LinkedIn @FRANK-ABELLA-7030B320
- LinkedIn @GABELLA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $178,316,577 | 6 | June 17, 2021 |
| October 2022 | $196,082,703 | 5 | February 23, 2022 |
| October 2023 | $174,505,651 | 5 | May 19, 2023 |
| October 2024 | $225,387,207 | 5 | June 17, 2024 |
| October 2025 | $263,774,183 | 6 | February 9, 2025 |
| October 2026 | $333,440,657 | 6 | May 18, 2026 |

Regulatory assets under management: $178,316,577 in the October 2021 data and $333,440,657 in the October 2026 data, up 87%.
Total employees: 6 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $263,774,183 to $333,440,657 (+26%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Investment Partners Asset Management (CRD 121812): Form ADV filing data as of October 2026.