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| Punch & Associates Investment Management Inc
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|---|---|
| CRD # | 117962 |
| SEC # | 801-61205 |
| CIK # | 0001238990 |
| AUM | $2.0 B (2026-04-30) |
| Employees | 34 (53% Investors, 0% Brokers) |
| Phone | 952-224-4350 |
| Address | 7701 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | Punch NANO Cap Partners I LLC | [2019-03-29] | 83.7 | |
| HF | Punch Micro Cap Partners LLC | [2012-03-30] | 302.8 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 208 | 0.1 |
| (b) Individuals (high net worth individuals) | 333 | 1.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 0.4 |
| (g) Pension and profit sharing plans | 3 | 0.1 |
| (h) Charitable organizations | 9 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 1 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 559 | 2.0 |
| By Discretionary | ||
| Discretionary | 559 | 2.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 559 | 2.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.0 | |
| Total | 559 | 2.0 |
| Limited Partners | 2011 - 2025 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | # Filings | # Firms | 2011 - 2025 |
|---|---|---|---|
| Paul Dwyer | 5 | ||
| John Carraux | 4 | ||
| Jessica Johnson | 4 | ||
| Punch & Associates Investment Management Inc | 4 | ||
| Howard Punch Jr | 4 | ||
| Andrew Matysik | 4 | ||
| Inc Punch Associates Investment Management | 1 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001238990] | |
| 3 | [0001238990] | |
| SC 13D | [0001238990] | |
| SC 13G | [0001238990] |
| Form 3/4/5 Subject | 2011 - 2025 |
|---|---|
| Punch & Associates Investment Management Inc | |
| Pzena Investment Management, Inc. | |
| Punch Howard D. JR |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
ARS Investment Partners LLC
✚
|
NY | 2.7 |
|
New Age Alpha Advisors LLC
✚
|
NY | 2.5 |
|
Bellecapital International AG
✚
|
2.0 | |
|
Eton Advisors Group LLC
✚
|
NC | 1.9 |
|
Conway Investment Research LLC
✚
|
MO | 1.7 |
|
Deschutes Portfolio Strategy LLC
✚
|
OR | 1.6 |
|
Hollow Brook Wealth Management LLC
✚
|
NY | 1.4 |
|
Ballew Advisors Inc
✚
|
MS | 1.3 |
|
The Leuthold Group LLC
✚
|
MN | 1.2 |
|
Fortis Capital Management LLC
✚
|
WA | 1.2 |