Investment Managers Group, LLC
● SEC registered since 2025CRD 164203SEC# 801-134578Temecula, CA
Reg. AUM
$116.8M
Employees
2
Accounts
528
Location
Temecula, CA
Investment Managers Group, LLC assets under management
Investment Managers Group, LLC is a registered investment adviser overseen by the SEC based in Temecula, CA. The firm has been registered since 2025. It reports $116.8 million in regulatory assets under management and employs 2 people.
Investment Managers Group, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Timothy James Kay Control | Managing Member & Chief Compliance Officer | Over 75% | 2012 |
Frequently asked questions
How much does Investment Managers Group, LLC manage?
Investment Managers Group, LLC reports $116.8 million in regulatory assets under management on its Form ADV.
How many employees does Investment Managers Group, LLC have?
Investment Managers Group, LLC reports 2 employees.
Where is Investment Managers Group, LLC located?
Investment Managers Group, LLC is based in Temecula, CA and has been SEC-registered since 2025.
Does Investment Managers Group, LLC disclose fund performance?
Investment Managers Group, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 31045 Temecula Parkway, Suite 207, Temecula, CA 92592 |
| Phone | 951-225-3260 |
| Fax | 951-302-3645 |
| Office hours | 9:00a.m.- 5:00p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$116.8M▲ 6%
Sep '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$116.8Mregulatory AUM
Discretionary $0Non-discretionary $116.8M