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| Happy Holidays!! thanks for using AUM13F!! |
| Provident Investment Management Inc
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| CRD # | 106976 |
| SEC # | 801-16412 |
| CIK # | 0001076964, 0001140436, 0001852897, 0001778784 |
| AUM | $1.2 B (2025-03-28) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 248-380-1700 |
| Address | 39555 Orchard Hill Place Novi, MI 48375 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Alphabet Inc | 0.6 | ||
| Alphabet Inc | 0.6 | ||
| Costco Wholesale Corp /NEW | 0.6 | ||
| VISA Inc | 0.5 | ||
| Accenture PLC | 0.5 | ||
| Schwab Charles Corp | 0.4 | ||
| PNC Financial Services Group Inc | 0.4 | ||
| American Express Co | 0.4 | ||
| TJX Companies Inc /DE/ | 0.3 | ||
| Home Depot Inc | 0.3 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Petoskey Capital Fund LP | [2018-02-22] | 16.7 | 20.2 |
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 102 | 63.9 |
| (b) Individuals (high net worth individuals) | 237 | 1,117.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 7 | 25.5 |
| (h) Charitable organizations | 0 | 6.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 17.7 |
| (n) Other | 0 | 0.0 |
| Total | 349 | 1,231.1 |
| By Discretionary | ||
| Discretionary | 346 | 1,130.3 |
| Non-Discretionary | 3 | 100.8 |
| Total | 349 | 1,231.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 9.4 | |
| United States Persons | 1,221.7 | |
| Total | 349 | 1,231.1 |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Daniel Boyle | 3 | ||
| Miles Putnam | 1 | ||
| Scott Horsburgh | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001076964] | |
| 13F-HR | [0001140436] | |
| 10-K | [0001778784] | |
| 10-Q | [0001778784] | |
| 3 | [0001778784] | |
| 4 | [0001778784] | |
| 8-K | [0001778784] | |
| SC 13D | [0001778784] | |
| SC 13G | [0001778784] | |
| D | [0001852897] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Poplar Forest Capital LLC
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|
CA | 1.3 |
|
Bares Capital Management Inc
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TX | 1.3 |
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Paragon Capital Management
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CO | 1.2 |
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Levin Capital Strategies LP
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NY | 1.2 |
|
Savoie Capital LLC
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IL | 1.2 |
|
Denali Advisors LLC
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CA | 1.2 |
|
Schwerin Boyle Capital Management Inc
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|
MA | 1.2 |
|
Coury Firm Asset Management LLC
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|
PA | 1.2 |
|
Intrepid Capital Management Inc
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|
FL | 1.2 |
|
Nicholas Investment Partners LP
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|
CA | 1.2 |