Asset manager · Plymouth, MI
Ipex, Inc.
SEC-registered investment adviser · CRD 124337 · SEC 801-71851
At a glance
Ipex, Inc. is an SEC-registered investment adviser based in Plymouth, Michigan, with $2.7 billion in regulatory assets under management as of its Form ADV filed June 17, 2026. Its largest client group by assets is charitable organizations, and it reports 3 individual clients. By Form ADV it is a asset manager, ranked 933rd of 3,218 asset managers and 3,061st of 17,210 SEC-registered advisers by assets.
Main office 734-451-0777ipexusa.comAs filed on Form ADV
- Regulatory AUM
- $2.7B
- Rank among asset managers
- #933 of 3,218
- Rank among all SEC RIAs
- #3,061 of 17,210
- Rank in Michigan
- #25 of 305
- Individual clients
- 3
- High-net-worth clients
- 3
- Accounts
- 54
- Discretionary
- 59% of AUM
- Employees
- 3
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Shale P. LappingPresident
- Steven J. CupchakVice President
- Neha K PatelChief Compliance Officer
Custody and brokerage
Custodian
Ipex, Inc.’s Form ADV lists no custodian for separately managed accounts. Firms report one only when they manage $10 million or more in those accounts.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Charitable organizations | 22 | $2.1B | 78% |
| Corporations or other businesses | 19 | $534M | 20% |
| High-net-worth individuals | 3 | $58M | 2% |
Disciplinary disclosures
Ipex, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for individuals and small businesses
- Portfolio management for businesses and institutions
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗ipexusa.com ↗
AtlasMembers
The full record on Ipex, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 849 peers of its type and size
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- Owners and executives, with titles and stakes
- 3 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Ipex, Inc. manage?
Ipex, Inc. reports $2.7 billion in regulatory assets under management across 54 accounts, 59% of it on a discretionary basis, on its Form ADV filed June 17, 2026.
What kind of firm is Ipex, Inc.?
Ipex, Inc. is a asset manager by its Form ADV answers. Most of its assets are managed for funds, institutions or other businesses rather than individuals.
Who are Ipex, Inc.’s clients?
By assets, its largest client types are charitable organizations ($2.1 billion, 22 clients); corporations or other businesses ($534 million, 19 clients); high-net-worth individuals ($58 million, 3 clients).
Does Ipex, Inc. have any disciplinary history?
Ipex, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Ipex, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-06-17), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →