Investment Management Trust LLC

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Assets, Funds, Holdings

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Investment Management Trust LLC
CRD #129456
SEC #801-132396
CIK #0001633071, 0001051042, 0001728896, 0001704609, 0001860140, 0001142031, 0001428242, 0000789307, 0001632554, 0002062515
AUM $106.6 M (2025-03-12)
Employees 1 (100% Investors, 0% Brokers)
Phone978-343-3344
Address14 Oliver St
Fitchburg, MA 01420
Source [IAPD] [EDGAR]
Total AUM ($M)
1108866442202011201620212026
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) 109 33.2
(b) Individuals (high net worth individuals) 37 73.4
(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 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 0 0.0
(n) Other 0 0.0
Total 328 106.6
By Discretionary
Discretionary 328 106.6
Non-Discretionary 0 0.0
Total 328 106.6
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 106.6
Total 328 106.6
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
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