Investment Management Trust, LLC
● SEC registered since 2025CRD 129456SEC# 801-132396Fitchburg, MA
Reg. AUM
$123.5M
Employees
1
Accounts
305
Location
Fitchburg, MA
Investment Management Trust, LLC assets under management
Investment Management Trust, LLC is an SEC-registered investment adviser based in Fitchburg, MA. The firm has been registered since 2025. It reports $123.5 million in regulatory assets under management and employs 1 people.
Investment Management Trust, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenneth Paul Posco Control | Managing Member And Chief Compliance Officer | Over 75% | 2015 |
Frequently asked questions
How much does Investment Management Trust, LLC manage?
Investment Management Trust, LLC reports $123.5 million in regulatory assets under management on its Form ADV.
How many employees does Investment Management Trust, LLC have?
Investment Management Trust, LLC reports 1 employees.
Where is Investment Management Trust, LLC located?
Investment Management Trust, LLC is based in Fitchburg, MA and has been SEC-registered since 2025.
Does Investment Management Trust, LLC disclose fund performance?
Investment Management Trust, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Oliver St, Fitchburg, MA 01420 |
| Phone | 978-343-3344 |
| Fax | 978-342-2077 |
| Office hours | 9:00a.m. To 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$123.5M▲ 16%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$123.5Mregulatory AUM
Discretionary $123.5M