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Punch & Associates Investment Management, Inc.

● SEC registered since 2002CRD 117962SEC# 801-61205Edina, MN
Export (members)
Ranks #1,848 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$2.09B
Fund GAV
$351.9M
Private funds
2
Employees
31
Accounts
540
Location
Edina, MN

Punch & Associates Investment Management, Inc. assets under management

Punch & Associates Investment Management, Inc. operates as an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2002. It reports $2.1 billion in regulatory assets under management and employs 31 people. Punch & Associates Investment Management, Inc. manages 2 private funds with combined gross assets of $351.9 million, including Punch Micro Cap Partners, LLC. By regulatory assets, it ranks 1,848 of 5,911 private fund managers.

Punch & Associates Investment Management, Inc. private funds

2 funds · $351.9M GAV
FundTypeGross assetsMin.
Punch Micro Cap Partners, LLCHedge$286M$250K
Punch Nano Cap Partners I, LLCHedge$65.9M$500K

Punch & Associates Investment Management, Inc. owners & executives

7 reported
NameTitleOwnershipSince
Andrew John Matysik ControlChief Executive Officer10-25%2024
Cory Stewart Kiner ControlChief Financial OfficerUnder 5%2022
Howard Dean Punch ControlChief Investment Officer50-75%2001
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Frequently asked questions

How much does Punch & Associates Investment Management, Inc. manage?

Punch & Associates Investment Management, Inc. reports $2.1 billion in regulatory assets under management on its Form ADV.

How many private funds does Punch & Associates Investment Management, Inc. manage?

Punch & Associates Investment Management, Inc. manages 2 private funds with combined gross assets of $351.9 million.

How many employees does Punch & Associates Investment Management, Inc. have?

Punch & Associates Investment Management, Inc. reports 31 employees.

Where is Punch & Associates Investment Management, Inc. located?

Punch & Associates Investment Management, Inc. is based in Edina, MN and has been SEC-registered since 2002.

Does Punch & Associates Investment Management, Inc. disclose fund performance?

Punch & Associates Investment Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address7701 France Avenue South, #300, Edina, MN 55435
Phone(952) 224-4350
Fax(952) 224-4351
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1238990
Discloses disciplinary historyNo

Assets under management

Discretionary$2.09B
Non-discretionary$0
Total (RAUM)$2.09B

Service providers

Auditor
Administrator