Provident Investment Management Inc

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Provident Investment Management Inc
CRD #106976
SEC #801-16412
CIK #0001076964, 0001140436, 0001778784, 0001852897
AUM 1,133.6 M (2026-06-10)
Employees 10 (60% Investors, 0% Brokers)
Phone248-380-1700
Address39555 Orchard Hill Place
Novi, MI 48375
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
1300104078052026001999200820172027
Sector Form 13F Holdings Value ($B)
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Microsoft Corp 0.1
FleetCor Technologies Inc 0.1
Taiwan Semiconductor Manufacturing Co Ltd 0.1
CACI International Inc /DE/ 0.0
BlackRock Inc 0.0
Schwab Charles Corp 0.0
Intercontinentalexchange Group Inc 0.0
View All
Holdings by Sector ($B)
7.56.04.53.01.50.02011201620212027
Type Form D Funds Date Sold AUM
HF Petoskey Capital Fund LP [2018-02-22] 16.7 M 20.2 M
Filed 2022-02-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 91 54.8
(b) Individuals (high net worth individuals) 227 1,052.5
(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 0 0.0
(g) Pension and profit sharing plans 0 18.2
(h) Charitable organizations 0 8.1
(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 910 1,133.6
By Discretionary
Discretionary 905 1,019.4
Non-Discretionary 5 114.2
Total 910 1,133.6
By Non-United States Persons
Non-United States Persons 9.1
United States Persons 1,124.5
Total 910 1,133.6
Form D Directors Role # Filings # Firms 2011 - 2026
Daniel Boyle Executive Officer 3 2
Miles Putnam Executive Officer 1 1
Scott Horsburgh Executive Officer 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001076964]
13F-HR [0001140436]
10-K [0001778784]
10-Q [0001778784]
3 [0001778784]
4 [0001778784]
8-K [0001778784]
SC 13D [0001778784]
SC 13G [0001778784]
D [0001852897]
Form 13D/13G Filer Form 13D/13G Subject Filed
AllianceBernstein LP Provident Bancorp Inc /MD/ [2025-11-14]
Vanguard Group Inc Provident Bancorp Inc /MD/ [2025-07-29]
Glazer Capital LLC Provident Bancorp Inc /MD/ [2025-07-15]
Bankprov Employee Stock Ownership Plan Trust Provident Bancorp Inc /MD/ [2025-02-12]
BlackRock Inc Provident Bancorp Inc /MD/ [2025-02-04]
T Rowe Price Investment Management Inc Provident Bancorp Inc /MD/ [2024-02-14]
Stilwell Joseph Provident Bancorp Inc /MD/ [2023-05-15]
T Rowe Price Investment Management Inc Provident Bancorp Inc /MD/ [2023-02-14]
M3 Partners LP Provident Bancorp Inc /MD/ [2022-09-19]
Principal Financial Group Inc Provident Bancorp Inc /MD/ [2022-02-11]
View All
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesInstitutional, Retail
Fund TypesHedge Fund
Form 3/4/5 Subject 2011 - 2026
Provident Investment Management Inc
DeStefano Lisa
DeLeo James A
Reilly Joseph B
Fisher Kenneth R
Sullivan Arthur
Mancini Joseph
Pollack Dennis
Piette Barbara
Cousins Frank G Jr
View All
Insider Transaction (Form 3/4/5) Date Action Shares Price Value ($)
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 21,245
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 3,471
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 17,384
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 52,773
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 25,000
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 10,000
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 90,267
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 14,628
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 1,914
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 7,926
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 47,721
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 20,710
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 202
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 6,689
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 23,683
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 151
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 302
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 7,426
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 7,583
Provident Investment Management Inc PVBC
Common Stock
2025-11-15 Disposed to issuer 39,728
showing 20 of 191 most recent transactions
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