# IPEX, INC.

IPEX, INC. of PLYMOUTH, MI is an SEC-registered investment adviser.

## Registration

- CRD: 124337
- Type: SEC-registered investment adviser
- SEC file number: 801-71851
- Location: 156 WEST LIBERTY STREET, PLYMOUTH, MI, 48170-1315
- Phone: 734-451-0777
- Latest filing: 2026-06-17
- Regulatory AUM: $2.7B
- Discretionary AUM: $1.6B
- Non-discretionary AUM: $1.1B
- Clients: 3
- Accounts: 54

## Business model

- Compensation: % of AUM, Fixed
- Clients served: High net worth, Pooled vehicles, Pensions, Other

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Shale Philip Lapping | PRESIDENT | — |
| Steven John Cupchak | VICE PRESIDENT | — |
| Neha K Patel | CHIEF COMPLIANCE OFFICER | — |
| LAPPING SHALE PHILIP | PRESIDENT | — |
| CUPCHAK STEVEN JOHN | VICE PRESIDENT | — |
| SERAFINO KATHLEEN MARIE | VICE PRESIDENT; CHIEF COMPLIANCE OFFICER | — |
| PATEL AMITA K | CHIEF COMPLIANCE OFFICER; VICE PRESIDENT - CHIEF COMPLIANCE OFFICER; VICE PRESIDENT - OPERATIONS | — |
| PATEL SANDEEP A | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |
| PATEL NEHA AMAR | VICE PRESIDENT - CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/124337/brochure
- Similar advisers: https://search.stillhousedata.com/firm/124337/similar
- Related entities: https://search.stillhousedata.com/firm/124337/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/124337

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.