Punch & Associates Investment Management, Inc.
● SEC registered since 2002CRD 117962SEC# 801-61205Edina, MN
Ranks #2,168 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$2.03B
Fund GAV
$386.5M
Private funds
2
Employees
34
Accounts
559
Location
Edina, MN
Punch & Associates Investment Management, Inc. assets under management
Punch & Associates Investment Management, Inc. operates as an SEC-registered investment adviser based in Edina, MN. The firm has been registered since 2002. It reports $2 billion in regulatory assets under management and employs 34 people. Punch & Associates Investment Management, Inc. manages 2 private funds with combined gross assets of $386.5 million, including Punch Micro Cap Partners, LLC. By regulatory assets, it ranks 2,168 of 6,004 private fund managers.
Punch & Associates Investment Management, Inc. private funds
2 funds · $386.5M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Punch Micro Cap Partners, LLC | Hedge | $302.8M | $250K |
| Punch Nano Cap Partners I, LLC | Hedge | $83.7M | $500K |
Punch & Associates Investment Management, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew John Matysik Control | Chief Executive Officer | 10-25% | 2024 |
| Cory Stewart Kiner Control | Chief Financial Officer | Under 5% | 2022 |
| Howard Dean Punch Control | Chief Investment Officer | 50-75% | 2001 |
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Join to unlock · $37/moFrequently asked questions
How much does Punch & Associates Investment Management, Inc. manage?
Punch & Associates Investment Management, Inc. reports $2 billion in regulatory assets under management on its Form ADV.
How many private funds does Punch & Associates Investment Management, Inc. manage?
Punch & Associates Investment Management, Inc. manages 2 private funds with combined gross assets of $386.5 million.
How many employees does Punch & Associates Investment Management, Inc. have?
Punch & Associates Investment Management, Inc. reports 34 employees.
Where is Punch & Associates Investment Management, Inc. located?
Punch & Associates Investment Management, Inc. is based in Edina, MN and has been SEC-registered since 2002.
Does Punch & Associates Investment Management, Inc. disclose fund performance?
Punch & Associates 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 | 7701 France Avenue South, #300, Edina, MN 55435 |
| Phone | (952) 224-4350 |
| Fax | (952) 224-4351 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1238990 |
| Discloses disciplinary history | No |
Regulatory AUM
$2.03B▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 22%
Larger than 78% of 16,271 advisers
AUM vs fund managersTop 36%
Larger than 64% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 16%
More than 84% of 16,825 advisers
Assets under management
$2.03Bregulatory AUM
Discretionary $2.03B