Allocator Index · CRD 117962

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Edina, MN · (952) 224-4350 · linkedin.com/company/punch-&-associates-investment-management-inc-/posts/?feedview=all

SEC IAPD record ↗

Fit score

80

  • aum $250M-$3.0B+22
  • any_private_fund+22
  • hnw>=200+20
  • hnw_majority+8
  • employees 3-60+8

HNW clients

333

Other individuals

208

HNW assets

$1.35B

Total AUM

$2.03B

Employees

34

Private funds advised

Schedule D 7.B.(1). Real-estate funds first.

FundTypeGross asset value
PUNCH MICRO CAP PARTNERS, LLCHedge Fund$302.8M
PUNCH NANO CAP PARTNERS I, LLCHedge Fund$83.7M