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| Investment Management Associates Inc
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|---|---|
| CRD # | 110900 |
| SEC # | 801-117982 |
| CIK # | 0001784555 |
| AUM | 810.0 M (2026-05-26) |
| Employees | 8 (50% Investors, 0% Brokers) |
| Phone | 303-796-8333 |
| Address | 5690 Dtc Boulevard Greenwood Village, CO 80111-3232 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 115 | 159.1 |
| (b) Individuals (high net worth individuals) | 260 | 560.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 1 | 4.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 7 | 86.3 |
| (n) Other | 0 | 0.0 |
| Total | 674 | 810.0 |
| By Discretionary | ||
| Discretionary | 632 | 794.9 |
| Non-Discretionary | 42 | 15.0 |
| Total | 674 | 810.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 28.0 | |
| United States Persons | 782.0 | |
| Total | 674 | 810.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| D | [0001784555] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Clients | 2 (6 non-US) |
| Serves | Institutional, Retail |
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