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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| KIRR Marbach & Company LLC
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|---|---|
| CRD # | 104634 |
| SEC # | 801-10809 |
| CIK # | |
| AUM | $513.4 M (2025-03-24) |
| Employees | 7 (100% Investors, 0% Brokers) |
| Phone | 812-376-9444 |
| Address | 621 Washington Street Columbus, IN 47201-6231 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 83 | 36.0 |
| (b) Individuals (high net worth individuals) | 83 | 312.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 91.4 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 16.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 28.0 |
| (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 | 25.2 |
| (n) Other | 0 | 3.8 |
| Total | 259 | 513.4 |
| By Discretionary | ||
| Discretionary | 259 | 513.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 259 | 513.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 513.4 | |
| Total | 259 | 513.4 |
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|---|---|---|
|
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NY | 0.5 |
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|
REAP Financial Group LLC
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TX | 0.5 |
|
BARE Financial Services Inc
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PA | 0.5 |
|
Adaptive Financial Consulting LLC
✚
|
OH | 0.5 |