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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC., CRD 106625

BEVERLY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8e50bae-123e-6b59-c317-3374286dd90d

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 14
Dated events: 0
On other graphs: 0
Observed: Mar 29, 2012 to Mar 16, 2026
32 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.86 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $730MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $646M
Private client RAUM: $627MderivedItem 5.D individuals plus high net worth individuals
Private client share: 86%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $122Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 11
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 549
Individual clients: 210
High net worth clients: 42
SEC number: 801-26465
CRD: 106625
Filings on the tape: 32
First filed: Mar 29, 2012
Latest filed: Mar 16, 2026
Organised: Corporation, MA
Website: ipswichinvestment.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JAMES R MCCALL	Chartered Financial Analyst	BEVERLY, MA	13	31	1	no
ALEXANDER M. COLBY	Chartered Financial Analyst	BEVERLY, MA	12	31	1	no
ERIC HARRISON JOSTROM	n/a	BEVERLY, MA	12	26	1	no
PATRICIA ANNE BOWLIN	n/a	BEVERLY, MA	12	29	2	no
JANELL PHILLIPS	Chartered Financial Analyst	BEVERLY, MA	9	33	1	no
David Robert MacDougall	Chartered Financial Analyst	BEVERLY, MA	5	11	2	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BOWLIN, PATRICIA, ANNE	SENIOR VICE PRESIDENT & MANAGING DIRECTOR	Na	yes	02/2010	Mar 29, 2012	Mar 27, 2024
COLBY, ALEXANDER, M.	PRESIDENT, CEO & MANAGING DIRECTOR	Na	yes	11/2014	Mar 29, 2012	Mar 27, 2024
JOSTROM, ERIC, HARRISON	Trustee	C	yes	01/2007	Mar 29, 2012	Mar 27, 2024
MacDougall, David, Robert	SENIOR VICE PRESIDENT & MANAGING DIRECTOR	Na	yes	01/2023	Mar 25, 2022	Mar 27, 2024
MCCALL, JAMES, R	SENIOR VICE PRESIDENT & MANAGING DIRECTOR	Na	yes	06/2021	Oct 30, 2012	Mar 27, 2024
PHILLIPS, JANELL	EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR	Na	yes	08/2022	Mar 28, 2018	Mar 27, 2024
TITCOMB, ALBERT, CUSHING	EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER	C	yes	11/2014	Mar 29, 2012	Mar 27, 2024
MORIN, MOLLY, ADAMS	VP TREASURER	Na	no	12/2022	Mar 27, 2020	Mar 27, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
ALEXANDER M COLBY	n/a	n/a	n/a	Y	yes	n/a
DAVID R. MACDOUGALL	n/a	n/a	n/a	Y	yes	n/a
ERIC HARRISON JOSTROM	n/a	n/a	n/a	Y	yes	n/a
JAMES R MCCALL	n/a	n/a	n/a	Y	yes	n/a
JANELL PHILLIPS	n/a	n/a	n/a	Y	yes	n/a
PATRICIA ANNE BOWLIN	n/a	n/a	n/a	Y	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$730M	$646M	11	6	0	n/a	n/a
2024	Mar 26, 2025	$696M	$617M	11	6	0	n/a	n/a
2023	Mar 25, 2024	$638M	$562M	11	6	0	n/a	n/a
2022	Mar 29, 2023	$570M	$502M	12	6	0	n/a	n/a
2021	Mar 25, 2022	$665M	$582M	12	6	1	n/a	n/a
2020	Mar 25, 2021	$542M	$475M	11	5	1	n/a	n/a
2019	Mar 27, 2020	$547M	$486M	11	5	1	n/a	n/a
2018	Mar 26, 2019	$453M	$399M	10	5	1	n/a	n/a
2017	Mar 28, 2018	$400M	$342M	10	5	1	n/a	n/a
2016	Mar 24, 2017	$353M	$304M	10	5	n/a	n/a	n/a
2015	Mar 28, 2016	$345M	$300M	10	5	n/a	n/a	n/a
2014	Mar 26, 2015	$390M	$341M	10	5	n/a	n/a	n/a
2013	Apr 11, 2014	$377M	$305M	10	6	n/a	n/a	n/a
2012	Apr 1, 2013	$334M	$267M	8	5	n/a	n/a	n/a
2011	Mar 30, 2012	$262M	$204M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$730M	$696M	5.0%	$570M	8.6%	11	11	0	0

Relationships

Registered with (6)

← David Robert MacDougallAdvisorregistration: current employment
Jun 29, 2021 to presentfactForm ADV
← JANELL PHILLIPSAdvisorregistration: current employment
Jun 1, 2017 to presentfactForm ADV
← ALEXANDER M. COLBYAdvisorregistration: current employment
Apr 30, 2014 to presentfactForm ADV
← ERIC HARRISON JOSTROMAdvisorregistration: current employment
Apr 30, 2014 to presentfactForm ADV
← PATRICIA ANNE BOWLINAdvisorregistration: current employment
Apr 30, 2014 to presentfactForm ADV
← JAMES R MCCALLAdvisorregistration: current employment
Apr 1, 2013 to presentfactForm ADV

Controls (7)

← PHILLIPS, JANELLOwnerEXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR, ownership code NA, individual
Mar 28, 2018 to Mar 27, 2024factForm ADV
← MCCALL, JAMES, ROwnerSENIOR VICE PRESIDENT & MANAGING DIRECTOR, ownership code NA, individual
Oct 30, 2012 to Mar 27, 2024factForm ADV
← COLBY, ALEXANDER, M.OwnerPRESIDENT, CEO & MANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2012 to Mar 27, 2024factForm ADV
← JOSTROM, ERIC, HARRISONOwnerTRUSTEE, ownership code C, individual
Mar 29, 2012 to Mar 27, 2024factForm ADV
← BOWLIN, PATRICIA, ANNEOwnerSENIOR VICE PRESIDENT & MANAGING DIRECTOR, ownership code NA, individual
Mar 29, 2012 to Mar 27, 2024factForm ADV
← TITCOMB, ALBERT, CUSHINGOwnerEXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER, ownership code C, individual
Mar 29, 2012 to Mar 27, 2024factForm ADV
← MacDougall, David, RobertOwnerSENIOR VICE PRESIDENT & MANAGING DIRECTOR, ownership code NA, individual
Mar 25, 2022 to Mar 27, 2024factForm ADV

Owns (1)

← MORIN, MOLLY, ADAMSOwnerVP TREASURER, ownership code NA, individual
Mar 27, 2020 to Mar 27, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e8e50bae-123e-6b59-c317-3374286dd90d
First observed: Mar 29, 2012
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC., CRD 106625

BEVERLY, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e8e50bae-123e-6b59-c317-3374286dd90d

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 1:52 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JAMES R MCCALL

Chartered Financial Analyst

BEVERLY, MA

ALEXANDER M. COLBY

Chartered Financial Analyst

BEVERLY, MA

ERIC HARRISON JOSTROM

n/a

BEVERLY, MA

PATRICIA ANNE BOWLIN

n/a

BEVERLY, MA

JANELL PHILLIPS

Chartered Financial Analyst

BEVERLY, MA

David Robert MacDougall

Chartered Financial Analyst

BEVERLY, MA

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BOWLIN, PATRICIA, ANNE

SENIOR VICE PRESIDENT & MANAGING DIRECTOR

yes

02/2010

Mar 29, 2012

Mar 27, 2024

COLBY, ALEXANDER, M.

PRESIDENT, CEO & MANAGING DIRECTOR

yes

11/2014

Mar 29, 2012

Mar 27, 2024

JOSTROM, ERIC, HARRISON

Trustee

yes

01/2007

Mar 29, 2012

Mar 27, 2024

MacDougall, David, Robert

SENIOR VICE PRESIDENT & MANAGING DIRECTOR

yes

01/2023

Mar 25, 2022

Mar 27, 2024

MCCALL, JAMES, R

SENIOR VICE PRESIDENT & MANAGING DIRECTOR

yes

06/2021

Oct 30, 2012

Mar 27, 2024

PHILLIPS, JANELL

EXECUTIVE VICE PRESIDENT & MANAGING DIRECTOR

yes

08/2022

Mar 28, 2018

Mar 27, 2024

TITCOMB, ALBERT, CUSHING

EXECUTIVE VICE PRESIDENT, COO & CHIEF COMPLIANCE OFFICER

yes

11/2014

Mar 29, 2012

Mar 27, 2024

MORIN, MOLLY, ADAMS

VP TREASURER

12/2022

Mar 27, 2020

Mar 27, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

ALEXANDER M COLBY

n/a

yes

n/a

DAVID R. MACDOUGALL

n/a

yes

n/a

ERIC HARRISON JOSTROM

n/a

yes

n/a

JAMES R MCCALL

n/a

yes

n/a

JANELL PHILLIPS

n/a

yes

n/a

PATRICIA ANNE BOWLIN

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$730M

$646M

n/a

2024

Mar 26, 2025

$696M

$617M

n/a

2023

Mar 25, 2024

$638M

$562M

n/a

2022

Mar 29, 2023

$570M

$502M

n/a

2021

Mar 25, 2022

$665M

$582M

n/a

2020

Mar 25, 2021

$542M

$475M

n/a

2019

Mar 27, 2020

$547M

$486M

n/a

2018

Mar 26, 2019

$453M

$399M

n/a

2017

Mar 28, 2018

$400M

$342M

n/a

2016

Mar 24, 2017

$353M

$304M

n/a

2015

Mar 28, 2016

$345M

$300M

n/a

2014

Mar 26, 2015

$390M

$341M

n/a

2013

Apr 11, 2014

$377M

$305M

n/a

2012

Apr 1, 2013

$334M

$267M

n/a

2011

Mar 30, 2012

$262M

$204M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$730M

$696M

5.0%

$570M

8.6%