# Investment Partners Asset Management

Investment Partners Asset Management is an Asset Manager based in New York, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Founded:** 1995
- **Assets under management:** Undisclosed
- **Website:** ipam.com

## Regulatory record

- **CRD number:** 121812
- **SEC file number:** 801-61906
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121812

## About

INVESTMENT PARTNERS ASSET MANAGEMENT is an SEC-registered investment adviser in METUCHEN, NJ, since 2003. The firm manages $333 million in assets, with $321 million on a discretionary basis. It has 6 employees and 6 investment advisers.

## Sectors

- Financial Services
- Asset Management

## People

- David F. Bellet — Founder and Chairman

## Questions

### Who runs investment decisions at Investment Partners Asset Management?

David F. Bellet founded the firm in 1995 and serves as Chairman. His background includes senior positions at Merrill Lynch and EF Hutton. The firm operates an investment committee structure for portfolio decisions, though individual strategy leads are not publicly identified. Bellet also chairs the Board of Trustees for the Crowell family of mutual funds.

### How is Investment Partners Asset Management related to the Crowell mutual funds?

David Bellet chairs the Board of Trustees for the Crowell family of mutual funds, and IPAM serves as a sub-advisor to several strategies within that complex. This creates a structural link between IPAM's separate account business and the publicly available mutual fund platform. The arrangement allows IPAM to manage assets for both institutional separate account clients and retail fund shareholders under the Crowell umbrella.

### Does IPAM offer mutual funds directly to investors?

No. IPAM does not operate a proprietary mutual fund complex. The firm structures its client relationships as separately managed accounts. The only pooled vehicles associated with the firm are the Crowell mutual funds, for which IPAM acts as sub-advisor, not sponsor or distributor.

### What asset classes does IPAM manage?

The firm manages separate account strategies across three broad asset classes: domestic equities, international equities, and fixed income. Within equities, mandates include large-cap growth, large-cap value, and small-to-mid cap core. International strategies cover developed markets. The firm emphasizes bottom-up fundamental research and long-term holding periods.

### Does Investment Partners Asset Management disclose its assets under management?

IPAM does not publicly disclose its regulatory assets under management. The firm operates as a privately held, employee-owned boutique and has historically kept its scale confidential. No public filing or media report provides a current AUM figure.

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- [Investment Initiatives](https://altss.com/profile/investment-initiatives-llc)
- [IPSOS/ADR](https://altss.com/profile/ipsosadr)

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Last updated: 2026-06-03T20:00:00.000Z

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