INVESTMENT MANAGEMENT ASSOCIATES, INC.
Legal name: INVESTMENT MANAGEMENT ASSOCIATES
CRD #110900 SEC #801-117982 GREENWOOD VILLAGE, CO 303-796-8333
SEC Registered
Total AUM
$572.7M
Discretionary
$545.5M
Employees
6
Clients
0
Accounts
573
Firm Details
- Organization Type
- Corporation
- State of Formation
- Colorado
- Fiscal Year End
- FEBRUARY
- Registration Date
- --
- Latest Filing
- Jul 2, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| KATSENELSON, VITALIY, N | I | VICE PRESIDENT | NA | |
| KATSENELSON, VITALIY, N | I | VICE PRESIDENT | NA | |
| KATSENELSON, VITALIY, N | I | VICE PRESIDENT | NA | |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| MARTIN, ALISA, JANELL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PARKER, JAMES, MONROE | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| PERRY, MERVYN, F | I | DIRECTOR | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | SECRETARY | NA | |
| REID, CRISTINA, ANN | I | SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER / SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER / SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER /SECRETARY | NA | |
| REID, CRISTINA, ANN | I | CHIEF COMPLIANCE OFFICER / SECRETARY | NA | |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | E | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | E | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | E | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF COMPLIANCE OFFICER | E | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| CONN, MICHAEL, LANGDON | I | CEO, DIRECTOR, PRESIDENT | D | Control |
| KATSENELSON, VITALIY, N | I | CEO, CHIEF INVESTMENT OFFICER AND CHIEF COMPLIANCE OFFICER | D | Control |
| CONN, MICHAEL, LANGDON | I | CHAIRMAN, DIRECTOR, PRESIDENT | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| KATSENELSON, VITALIY, N | I | VICE PRESIDENT | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| KATSENELSON, VITALIY, N | I | CHIEF INVESTMENT OFFICER | C | Control |
| CONN, MICHAEL, LANGDON | I | CHAIRMAN, DIRECTOR, PRESIDENT | B | Control |
| KATSENELSON, VITALIY, N | I | VICE PRESIDENT | B |
Registrations
Federal
IA
Jul 2, 2025 REGISTERED
Notice Filings (21)
AZ CA CO FL GA IL LA MA MD NC NE NH NJ NM NY OH OR SC TX VA WA
Address
5690 DTC BOULEVARDSUITE 140W
GREENWOOD VILLAGE, CO 80111-3232
United States
Phone: 303-796-8333