Investment Metrics, LLC
● SEC registered since 2018CRD 158872SEC# 801-112630Tucson, AZ
Reg. AUM
$1.22B
Employees
10
Accounts
470
Location
Tucson, AZ
Investment Metrics, LLC assets under management
Investment Metrics, LLC is an SEC-registered investment adviser based in Tucson, AZ. The firm has been registered since 2018. It reports $1.2 billion in regulatory assets under management and employs 10 people.
Investment Metrics, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Deirdre Marie Kochanski Control | Chief Compliance Officer | Under 5% | 2011 |
| Patrick John Zumbusch Control | Owner, Managing Member | Over 75% | 2011 |
Frequently asked questions
How much does Investment Metrics, LLC manage?
Investment Metrics, LLC reports $1.2 billion in regulatory assets under management on its Form ADV.
How many employees does Investment Metrics, LLC have?
Investment Metrics, LLC reports 10 employees.
Where is Investment Metrics, LLC located?
Investment Metrics, LLC is based in Tucson, AZ and has been SEC-registered since 2018.
Does Investment Metrics, LLC disclose fund performance?
Investment Metrics, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4703 E. Camp Lowell Drive, Suite 135, Tucson, AZ 85712 |
| Phone | 520-327-1019 |
| Office hours | 8:00 - 3:00 |
| SEC region | Los Angeles Regional Office (LARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.22B▲ 20%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 30%
Larger than 70% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$1.22Bregulatory AUM
Discretionary $976.5MNon-discretionary $244.5M