Ipswich Investment Management Company, Inc.
- Regulatory AUM
- $730M
- Discretionary
- $646M
- Clients
- 268
- Avg AUM / client
- $2.7M
- Accounts
- 549
- Employees
- 11
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 210 | $298M | 40.8% |
| High net worth individuals | 42 | $330M | 45.2% |
| Charitable organizations | 10 | $82.3M | 11.3% |
| Corporations and other businesses | 6 | $20.6M | 2.82% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Harrison Jostrom | Chairman & Chief Investment Officer | Jan 2007 (20y) | Less than 5% | |
| Patricia Anne Bowlin | Senior Vice President & Managing Director | Feb 2010 (17y) | Less than 5% | |
| James R Mccall | Senior Vice President & Managing Director | CFA | Apr 2013 (13y) | Less than 5% |
| Alexander M. Colby | President, Ceo & Managing Director | CFA | Apr 2014 (12y) | Less than 5% |
| Titcomb, Albert, Cushing | Executive Vice President, Coo & Chief Compliance Officer | Nov 2014 (12y) | 25% – 50% | |
| Janell Phillips | Executive Vice President & Managing Director | CFA | Jun 2017 (9y) | Less than 5% |
| David Robert Mac Dougall | Senior Vice President & Managing Director | CFA | Jun 2021 (5y) | Less than 5% |
| Morin, Molly, Adams | Vp Treasurer | Dec 2022 (4y) | Less than 5% |
Undisclosed: 15% – 75% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/16/2026 | 1.21 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $551M (75% of AUM) Mar 2026
- Charles Schwab & Co. $132M (18% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 16, 2026.
View current Form ADV (SEC/IAPD) ↗