Punch & Associates Investment Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Edina, MN. Its latest Form ADV filing, dated April 30, 2026, reports $2.0B in regulatory assets under management, 34 employees, and 559 accounts.
Assets Under Management
$2.0B
Employees
34
Offices
--
Total Clients
562
Primary office
EDINA, MN
7701 FRANCE AVENUE SOUTH, #300, EDINA, MN, United States
Top client segmentHNWI represent 59.3% of total clients.
Top client categories% of clientsClients
1
HNWI
59.3%
333
2
Individuals
37.0%
208
3
Charitable
1.6%
9
4
Corporations
0.9%
5
5
Pension Plans
0.5%
3
Categories with <5 clients
Other investment advisers<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.0Bas of April 30, 2026
Discretionary100.0%
$2.0B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.0B
Total Accounts559
10Y AUM Change+$926M (+84.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees34
Clients per Employee17:1
10Y Employee Change+22 (+183.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.