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Investment Managers Group, LLC

● SEC registered since 2025CRD 164203SEC# 801-134578Temecula, CA
Export (members)
Reg. AUM
$110.1M
Employees
2
Accounts
439
Location
Temecula, CA

Investment Managers Group, LLC assets under management

Investment Managers Group, LLC is a registered investment adviser overseen by the SEC based in Temecula, CA. The firm has been registered since 2025. It reports $110.1 million in regulatory assets under management and employs 2 people.

Investment Managers Group, LLC owners & executives

1 reported
NameTitleOwnershipSince
Timothy James Kay ControlManaging Member & Chief Compliance OfficerOver 75%2012

Frequently asked questions

How much does Investment Managers Group, LLC manage?

Investment Managers Group, LLC reports $110.1 million in regulatory assets under management on its Form ADV.

How many employees does Investment Managers Group, LLC have?

Investment Managers Group, LLC reports 2 employees.

Where is Investment Managers Group, LLC located?

Investment Managers Group, LLC is based in Temecula, CA and has been SEC-registered since 2025.

Does Investment Managers Group, LLC disclose fund performance?

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

Contact & registration

Address31045 Temecula Parkway, Suite 207, Temecula, CA 92592
Phone951-225-3260
Fax951-302-3645
Office hours9:00a.m.- 5:00p.m.
SEC regionLos Angeles Regional Office (LARO)
Discloses disciplinary historyYes

Assets under management

Discretionary
Non-discretionary$110.1M
Total (RAUM)$110.1M