PPrivate Fund Data Log in Join · $37/mo

Investment Management Trust, LLC

● SEC registered since 2025CRD 129456SEC# 801-132396Fitchburg, MA
Export (members)
Reg. AUM
$106.6M
Employees
1
Accounts
328
Location
Fitchburg, MA

Investment Management Trust, LLC assets under management

Investment Management Trust, LLC is an SEC-registered investment adviser based in Fitchburg, MA. The firm has been registered since 2025. It reports $106.6 million in regulatory assets under management and employs 1 people.

Investment Management Trust, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kenneth Paul Posco ControlManager And Chief Compliance OfficerOver 75%2015

Frequently asked questions

How much does Investment Management Trust, LLC manage?

Investment Management Trust, LLC reports $106.6 million in regulatory assets under management on its Form ADV.

How many employees does Investment Management Trust, LLC have?

Investment Management Trust, LLC reports 1 employees.

Where is Investment Management Trust, LLC located?

Investment Management Trust, LLC is based in Fitchburg, MA and has been SEC-registered since 2025.

Does Investment Management Trust, LLC disclose fund performance?

Investment Management Trust, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address14 Oliver St, Fitchburg, MA 01420
Phone978-343-3344
Fax978-342-2077
Office hours9:00a.m. To 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$106.6M
Non-discretionary$0
Total (RAUM)$106.6M