Prudent Man Investment Management Inc
● SEC registered since 1988CRD 104574SEC# 801-33304Lousiville, CO
Reg. AUM
$390.2M
Employees
4
Accounts
762
Location
Lousiville, CO
Prudent Man Investment Management Inc assets under management
Prudent Man Investment Management Inc operates as an SEC-registered investment adviser based in Lousiville, CO. The firm has been registered since 1988. It reports $390.2 million in regulatory assets under management and employs 4 people.
Prudent Man Investment Management Inc owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Christopher Patrick Reading Control | President, Sr. Portfolio Manager | Over 75% | 2012 |
| Keith Jeffrey Diamond | Executive Vice President And Chief Compliance Officer | Under 5% | 2005 |
Frequently asked questions
How much does Prudent Man Investment Management Inc manage?
Prudent Man Investment Management Inc reports $390.2 million in regulatory assets under management on its Form ADV.
How many employees does Prudent Man Investment Management Inc have?
Prudent Man Investment Management Inc reports 4 employees.
Where is Prudent Man Investment Management Inc located?
Prudent Man Investment Management Inc is based in Lousiville, CO and has been SEC-registered since 1988.
Does Prudent Man Investment Management Inc disclose fund performance?
Prudent Man Investment Management Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 927 Main Street, Lousiville, CO 80027 |
| Phone | 303-436-1577 |
| Fax | 303-436-9651 |
| Office hours | 8:30a.m. - 4:30 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$390.2M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 55%
Larger than 45% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$390.2Mregulatory AUM
Discretionary $375.8MNon-discretionary $14.3M