Punch & Associates Investment Management Inc

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Assets, Funds, Holdings

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Punch & Associates Investment Management Inc
CRD #117962
SEC #801-61205
CIK #1238990
AUM $1.4 BB (100% Disc, 100% US, 2020-03-27)
Employees15 (67% Investors, 0% Brokers)
Phone952-224-4350
Address7701 France Avenue South
Edina, MN 55435
Source [IAPD] [EDGAR] [Website] [Twitter] [Facebook]
Total AUM ($MM)
1435114886157428702001200720142021
Sector Issuer Cap ($MM) Value ($MM)
INTL 900.5 21.6
RILY 491.5 19.8
IVW 16.8
ETSY 8,790.0 15.8
MBUU 968.8 14.8
ELY 1,430.0 14.5
HCKT 425.4 14.5
ADUS 1,500.0 14.2
DGII 329.2 12.0
BBDC 340.1 11.7
View All
Holdings by Sector ($)
3602882161447202014201620182020
Type Private Fund Form D Sold ($MM) AUM ($MM)
HF Punch NANO Cap Partners I LLC [2018-03-22] 21.1 21.8
HF Punch Micro Cap Partners LLC [2013-04-03] 98.4 185.0
View All
Fund Directors # Filings # Firms 2011 - 2020
Punch & Associates Investment Management Inc 2 1
Howard Punch Jr 1 1
Andrew Matysik 1 1
John Carraux 1 1
Jessica Johnson 1 1
Inc Punch Associates Investment Management 1 1
Comparable Firms State AUM ($BB)
Halyard Asset Management LLC
NY 1.5
Poplar Forest Capital LLC
CA 1.5
Kinetics Asset Management LLC
NY 1.5
LGL Partners LLC
PA 1.4
Redwood Investment Management LLC
AZ 1.4
The Swarthmore Group Inc
PA 1.4
Greenwich Wealth Management LLC
CT 1.4
Okabena Investment Services Inc
MN 1.4
Arcus Capital Partners LLC
GA 1.4
Regan Capital LLC
TX 1.4
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