Investment Management Corporation

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Investment Management Corporation
CRD #107246
SEC #801-107457
CIK #0001633071, 0001051042, 0001728896, 0001704609, 0001860140, 0001142031, 0001428242, 0000789307, 0001632554, 0002062515
AUM $169.6 M (2025-03-27)
Employees 6 (50% Investors, 0% Brokers)
Phone540-774-8899
Address1940 Electric Rd
Roanoke, VA 24018-1621
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
170136102683402000200820172026
Sector Form 13F Holdings Value ($B)
Lowes Companies Inc 0.0
SPDR Gold Trust 0.0
Microsoft Corp 0.0
Amazon Com Inc 0.0
CrowdStrike Holdings Inc 0.0
iShares Comex Gold Trust 0.0
Nvidia Corp 0.0
Facebook Inc 0.0
Cintas Corp 0.0
SEI Investments Co 0.0
Holdings by Sector ($B)
4.03.22.41.60.80.02012201620212026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 127 30.1
(b) Individuals (high net worth individuals) 47 131.9
(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 6 7.5
(h) Charitable organizations 0 0.0
(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 2 0.0
(n) Other 0 0.0
Total 616 169.6
By Discretionary
Discretionary 616 169.6
Non-Discretionary 0 0.0
Total 616 169.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 169.6
Total 616 169.6
EDGAR Form CIK 2011 - 2025
13F-HR [0000789307]
13F-HR [0001051042]
SC 13G [0001051042]
13F-HR [0001142031]
SC 13G [0001142031]
13F-HR [0001428242]
13F-HR [0001632554]
13F-NT [0001633071]
D [0001704609]
3 [0001728896]
3 [0001860140]
4 [0001860140]
SC 13G [0001860140]
D [0002062515]
Form 13D/13G Filer Form 13D/13G Subject Filed
Private Management Group Inc Cable One Inc [2025-07-30]
Private Management Group Inc Orasure Technologies Inc [2025-05-05]
Private Management Group Inc Inspired Entertainment Inc [2024-11-05]
Private Management Group Inc Franklin Street Properties Corp /MA/ [2024-02-02]
Private Management Group Inc Orion Office REIT Inc [2024-02-02]
Private Management Group Inc Invesco High Income 2024 Target Term Fund [2024-02-02]
Private Management Group Inc Veritone Inc [2024-02-02]
International Co Management Ltd Lightning Emotors Inc [2023-07-21]
Private Management Group Inc Five Point Holdings LLC [2023-02-07]
Private Management Group Inc Neuberger Berman MLP & Energy Income Fund Inc [2021-02-16]
View All
Form 3/4/5 Subject 2011 - 2025
Portman Welbeck Ltd
Rosella Holdings Ltd
International Co Management Ltd
Lightning eMotors, Inc.
Concentric Equity Partners II, L.P. - Liberty Series
Liberty Energy Inc.
Financial Investments Corp
Cep-Fic GP LP
Comparable Firms State AUM ($B)
McBride Financial Advisors LLC
0.2
Golden Road Advisors LLC
FL 0.2
Classic Asset Management LLC
ND 0.2
Centennial Advisors LLC
TX 0.2
Summit Portfolio Management LLC
NV 0.2
Delarme Wealth Management Inc
CA 0.2
Atlantic Wealth Partners LLC
FL 0.2
Springwater Wealth Management LLC
OR 0.2
Erickson Financial Group LLC
PA 0.2
AJF Capital Management Inc
NY 0.2
Terms | Privacy | Guide
tony@aum13f.com