Neumeier Poma Investment Counsel LLC

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Assets, Funds, Holdings

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Neumeier Poma Investment Counsel LLC
CRD #110672
SEC #801-23649
CIK #0001044936
AUM $1.1 B (2025-05-20)
Employees 11 (55% Investors, 0% Brokers)
Phone831-625-6355
Address26435 Carmel Rancho Boulevard
Carmel, CA 93923-8852
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
19001520114076038002000200820172026
Sector Form 13F Holdings Value ($M)
Devry Inc 49.4
Celestica Inc 47.8
OSI Systems Inc 44.4
Exlservice Holdings Inc 43.8
1347 Capital Corp 40.4
Dycom Industries Inc 39.6
Fabrinet 39.3
Huron Consulting Group Inc 37.5
Interdigital Inc 36.5
WNS Holdings Ltd 33.6
View All
Holdings by Sector ($M)
18001440108072036002012201620212026
Type Form D Funds Date Sold ($M) AUM ($M)
Other NIC Fund 2012-03-30 52.6
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 17 7.1
(b) Individuals (high net worth individuals) 23 121.3
(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 52.6
(g) Pension and profit sharing plans 0 139.1
(h) Charitable organizations 28 382.6
(i) State or municipal government entities 5 368.5
(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 23.7
(n) Other 0 0.0
Total 108 1,094.8
By Discretionary
Discretionary 108 1,094.8
Non-Discretionary 0 0.0
Total 108 1,094.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,094.8
Total 108 1,094.8
EDGAR Form CIK 2011 - 2025
13F-HR [0001044936]
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Madison Wealth Partners Inc
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Platform Technology Partners LLC
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TD Capital Management LLC
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