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| Punch & Associates Investment Management Inc
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| CRD # | 117962 |
| SEC # | 801-61205 |
| CIK # | |
| AUM | 2,026.9 M (2026-04-30) |
| Employees | 34 (53% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 952-224-4350 |
| Address | 7701 France Avenue South Edina, MN 55435 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($B) |
|---|
| In the News | |
|---|---|
| Sun, 26 Jul 2026 | Climb Global Solutions, Inc. $CLMB Position Raised by Punch & Associates Investment Management Inc. — MarketBeat |
| Sun, 26 Jul 2026 | Innovative Solutions and Support, Inc. $ISSC Shares Sold by Punch & Associates Investment Management Inc. — MarketBeat |
| Sun, 26 Jul 2026 | Punch & Associates Investment Management Inc. Makes New $4.75 Million Investment in Oxford Industries, Inc. $OXM — MarketBeat |
| Sun, 26 Jul 2026 | Miller Industries, Inc. $MLR Shares Acquired by Punch & Associates Investment Management Inc. — MarketBeat |
| Sat, 25 Jul 2026 | i3 Verticals, Inc. $IIIV Shares Acquired by Punch & Associates Investment Management Inc. — MarketBeat |
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| HF | Punch NANO Cap Partners I LLC | [2019-03-29] | 45.3 M | 83.7 M |
| Filed 2026-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $500,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| HF | Punch Micro Cap Partners LLC | [2012-03-30] | 128.3 M | 302.8 M |
| Filed 2026-03-17 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($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 - 2026 |
|---|---|
| Teachers' Retirement System of the City of New York |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Paul Dwyer | Executive Officer | 5 | 2 | |
| Howard Punch Jr | Executive Officer | 4 | 2 | |
| John Carraux | Executive Officer | 4 | 2 | |
| Jessica Johnson | Executive Officer | 4 | 2 | |
| Andrew Matysik | Executive Officer | 4 | 2 | |
| Inc Punch Associates Investment Management | Executive Officer | 1 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.3B |
| Clients | 19 |
| Serves | Institutional, Retail, Research |
| Fund Types | Hedge Fund |
| LEI | 254900DESFPKSCE5ZR28 |
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