RIA Intel›Advisers›Minnesota›PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Advisory

N·EDINA, MN

Data as of Apr 30, 2026 · Source: SEC Form ADV

Total AUM
$2.0B
1-Year AUM Growth
+12.5%
3-Year CAGR
+0.2%
Employees
18
Assets Under Management
Total AUM$2.0B
Discretionary AUM$2.0B
Non-Discretionary AUM$0
Discretionary %100%
Total Clients588
Team
Total Employees18
Investment Advisers34
Employee Growth (1Y)—
Filing History
Total Filings on Record53
First FilingMay 23, 2002
Latest FilingApr 30, 2026
🔒 Full AUM trend chart and 53 historical filings spanning 24+ years
Sign up free to view →
Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

Sign up free to unlock
📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

Sign up free to unlock
👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

Sign up free to unlock
🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Sign up free to unlock

Get the full picture on PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.

Sign up free →