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| Neumeier Poma Investment Counsel LLC
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|
|---|---|
| CRD # | 110672 |
| SEC # | 801-23649 |
| CIK # | 0001044936 |
| AUM | $1.4 B (2026-05-20) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 831-625-6355 |
| Address | 26435 Carmel Rancho Boulevard Carmel, CA 93923-8852 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Hannon Armstrong Sustainable Infrastructure Capital Inc | 56.3 | ||
| OSI Systems Inc | 50.8 | ||
| Fabrinet | 50.0 | ||
| TTM Technologies Inc | 48.7 | ||
| Silicon Motion Technology Corp | 48.1 | ||
| MYR Group Inc | 45.8 | ||
| UMB Financial Corp | 45.6 | ||
| Dycom Industries Inc | 45.4 | ||
| FTI Consulting Inc | 44.7 | ||
| Laureate Education Inc | 42.9 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| Other | NIC Fund | 2012-03-30 | 66.3 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 17 | 8.6 |
| (b) Individuals (high net worth individuals) | 21 | 129.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 66.3 |
| (g) Pension and profit sharing plans | 0 | 161.2 |
| (h) Charitable organizations | 29 | 493.5 |
| (i) State or municipal government entities | 6 | 483.3 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 32.4 |
| (n) Other | 0 | 0.0 |
| Total | 109 | 1,374.9 |
| By Discretionary | ||
| Discretionary | 109 | 1,374.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 109 | 1,374.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,374.9 | |
| Total | 109 | 1,374.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001044936] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Cascade Financial Partners LLC
✚
|
CA | 1.4 |
|
Shepherd Financial Partners LLC
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|
MA | 1.4 |
|
Pandi LLC
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|
MO | 1.4 |
|
MEOW Advisory LLC
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|
1.4 | |
|
LJI Wealth Management LLC
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|
IN | 1.4 |
|
The Planning Center Inc
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|
IL | 1.4 |
|
Affiance Financial LLC
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|
MN | 1.4 |
|
Beirne Wealth Consulting Services LLC
✚
|
CT | 1.4 |
|
Next Level Private LLC
✚
|
NY | 1.4 |
|
Meridian Wealth Partners LLC
✚
|
PA | 1.4 |