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| Punch & Associates Investment Management Inc
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| CRD # | 117962 |
| SEC # | 801-61205 |
| CIK # | 0001238990 |
| AUM | $2.1 B (2025-04-29) |
| Employees | 31 (55% Investors, 0% Brokers) |
| Phone | 952-224-4350 |
| Address | 7701 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Intl FCStone Inc | 66.2 | ||
| RadNet Inc | 39.7 | ||
| Laureate Education Inc | 35.1 | ||
| Universal Technical Institute Inc | 34.4 | ||
| Global Ship Lease Inc | 31.6 | ||
| Arcosa Inc | 31.5 | ||
| Gores Holdings II Inc | 28.7 | ||
| Sprouts Farmers Market Inc | 28.3 | ||
| Carter Validus Mission Critical REIT II Inc | 26.8 | ||
| A10 Networks Inc | 26.6 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Punch NANO Cap Partners I LLC | [2019-03-29] | 44.1 | 65.9 |
| HF | Punch Micro Cap Partners LLC | [2012-03-30] | 125.9 | 286.0 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 0.1 |
| (b) Individuals (high net worth individuals) | 332 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.4 |
| (g) Pension and profit sharing plans | 4 | 0.1 |
| (h) Charitable organizations | 10 | 0.1 |
| (i) State or municipal government entities | 1 | 0.2 |
| (j) Other investment advisers | 1 | 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 | 4 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 540 | 2.1 |
| By Discretionary | ||
| Discretionary | 540 | 2.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 540 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 540 | 2.1 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Dwyer | 5 | ||
| Punch & Associates Investment Management Inc | 4 | ||
| John Carraux | 4 | ||
| Howard Punch Jr | 4 | ||
| Andrew Matysik | 4 | ||
| Jessica Johnson | 4 | ||
| Inc Punch Associates Investment Management | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001238990] | |
| 3 | [0001238990] | |
| SC 13D | [0001238990] | |
| SC 13G | [0001238990] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Pzena Investment Management, Inc. | |
| Punch & Associates Investment Management Inc | |
| Punch Howard D. JR |
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|---|---|---|
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CA | 3.0 |
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PA | 2.7 |
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CO | 2.7 |
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New Age Alpha Advisors LLC
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NY | 2.6 |
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NC | 1.9 |
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1.8 | |
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OR | 1.5 |
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PA | 1.3 |
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Conway Investment Research LLC
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MO | 1.3 |