CRD: 121812
Investment Partners Asset Management
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Zenith crestBeacon pathway
- Established Date
- 07-18-2002
- Office Locations
- 2
Office Locations
About Investment Partners Asset Management
Investment Partners Asset Management manages portfolios for individuals and families, businesses, and nonprofit organizations, serving retail and institutional relationships. The team applies independent research and a rigorous, comprehensive process rooted in value and growth-at-a-reasonable-price investing, with a long-term focus. Multi-generational management brings 100+ years of business experience and an entrepreneur-led perspective.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
GREGG THOMAS ABELLA
Chief Compliance Officer, Chief Executive Officer
- CRD
- #3160155
- Ownership
- Less than 5%
FRANK JAMES ABELLA III
Vice President
- CRD
- #3214727
- Ownership
- Less than 5%
Vital north
Frontier beacon matrix
- CRD
- #81268
- Ownership
- 37.8%
Showing 2 of 4 owners & executives
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BRIAN FREDERICK BROWN
Partner
- CRD
- #4446935
Dekker Sebastian Buckley
--
- CRD
- #8020102
Timber horizon
Meridian radial
- CRD
- #99345
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $320,937,279 | $559,124 |
| Non-Discretionary | $12,503,378 | $403,335 |
| Total | $333,440,657 | $551,142 |
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Separately Managed Accounts
Total SMA Asset: $333,440,657
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $711,622,770 | 8.8% |
| Equity - Exchange | $1,027,001,043 | 12.7% |
| Cash | $1,641,584,345 | 20.3% |
| U.S. Government/Agency | $1,390,899,051 | 17.2% |
| Equity - OTC | $1,722,450,569 | 21.3% |
| Municipal Bonds | $1,593,064,611 | 19.7% |
| Total | $8,086,622,389 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| SIGNAL HARBOR | CREST PIONEER | V5FSATF1U | EONT | 7.00% | $54,293,610 |
| PIONEER ATLAS | OAK FOUNDATION | 3SJM4W5ET | GRJVN | 2.40% | $10,866,717 |
| OAK FOUNDATION PRIME | CREST PIONEER | 8ELAU40S3 | BFBT | 12.53% | $105,218,583 |
| PEAK FOCUS PIONEER | OAK FRONTIER | 4Z95FSLQY | RHM | 7.33% | $111,954,221 |
| RIDGE DELTA OAK | RIDGE OAK | L49NX173R | XPX | 0.88% | $75,617,262 |
| VALUE VITAL RADIAL | UNISON ZENITH | CQ0W0R7AO | ELP | 6.49% | $81,119,823 |
| ALPHA VALUE | QUANTUM SUMMIT | XY3ORXEA1 | RET | 1.55% | $76,318,410 |
| BEACON OAK PRIME | OAK BRIDGE | L4D0E0T7N | NSJ | 1.74% | $64,382,696 |