PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.
CRD #117962 SEC #801-61205 EDINA, MN (952) 224-4350
SEC Registered Private Funds
Total AUM
$2.1B
Discretionary
$2.1B
Employees
31
Clients
--
Accounts
540
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $2.1B | $2.1B | $0 | 31 | 1 |
| Mar 2025 | $2.1B | $2.1B | $0 | 31 | 1 |
| Mar 2024 | $1.9B | $1.9B | $0 | 28 | 0 |
| Jan 2024 | $1.8B | $1.7B | $122.5M | 24 | 0 |
| Jul 2023 | $1.8B | $1.7B | $122.5M | 24 | 0 |
| Jun 2023 | $1.8B | $1.7B | $122.5M | 24 | 0 |
| Mar 2023 | $1.8B | $1.7B | $122.5M | 24 | 0 |
| Mar 2022 | $2.1B | $2.1B | $0 | 23 | 0 |
| Mar 2021 | $1.6B | $1.6B | $0 | 15 | 0 |
| Jun 2020 | $1.4B | $1.4B | $0 | 15 | 0 |
| Mar 2020 | $1.4B | $1.4B | $0 | 15 | 0 |
| Mar 2019 | $1.2B | $1.2B | $0 | 15 | 0 |
| Mar 2018 | $1.2B | $1.2B | $0 | 14 | 0 |
| Apr 2017 | $1.1B | $1.1B | $0 | 12 | 400 |
| Apr 2017 | $1.1B | $1.1B | $0 | 12 | 400 |
| Mar 2017 | $1.1B | $1.1B | $0 | 12 | 400 |
| Mar 2016 | $938.1M | $938.1M | $0 | 11 | 400 |
| Mar 2015 | $868.4M | $868.4M | $0 | 10 | 400 |
| Mar 2014 | $832.7M | $832.7M | $0 | 11 | 400 |
| Jul 2013 | $642.9M | $642.9M | $0 | 10 | 300 |
| Apr 2013 | $642.9M | $642.9M | $0 | 10 | 300 |
| Feb 2013 | $488.7M | $476.2M | $12.5M | 9 | 300 |
| Sep 2012 | $488.7M | $476.2M | $12.5M | 6 | 300 |
| Mar 2012 | $488.7M | $476.2M | $12.5M | 6 | 300 |
| Jun 2011 | $467.8M | $467.8M | $0 | 10 | -- |
| Mar 2011 | $342.3M | $342.3M | $0 | 10 | -- |
| Dec 2010 | $381.7M | $376.7M | $5M | 10 | -- |
| Mar 2010 | $340.5M | $332M | $8.5M | 10 | -- |
| Mar 2008 | $381.8M | $381.8M | $0 | 10 | -- |
| Dec 2007 | $350M | $350M | $0 | 5 | -- |
| Dec 2007 | $350M | $350M | $0 | 5 | -- |
| Oct 2007 | $350M | $350M | $0 | 5 | -- |
| Mar 2007 | $350M | $350M | $0 | 5 | -- |
| Mar 2006 | $275.3M | $275.3M | $0 | 5 | -- |
| Nov 2005 | $250M | $250M | $0 | 5 | -- |
| Sep 2005 | $250M | $250M | $0 | 5 | -- |
| Mar 2004 | $220M | $220M | $0 | 5 | -- |
| Dec 2003 | $145M | $142M | $3M | 5 | -- |
DateApr 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees31
Clients1
DateMar 2025
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees31
Clients1
DateMar 2024
Total AUM$1.9B
Discretionary$1.9B
Non-Disc.$0
Employees28
Clients0
DateJan 2024
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$122.5M
Employees24
Clients0
DateJul 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$122.5M
Employees24
Clients0
DateJun 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$122.5M
Employees24
Clients0
DateMar 2023
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$122.5M
Employees24
Clients0
DateMar 2022
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees23
Clients0
DateMar 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees15
Clients0
DateJun 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2020
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees15
Clients0
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees15
Clients0
DateMar 2018
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees14
Clients0
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients400
DateApr 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients400
DateMar 2017
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees12
Clients400
DateMar 2016
Total AUM$938.1M
Discretionary$938.1M
Non-Disc.$0
Employees11
Clients400
DateMar 2015
Total AUM$868.4M
Discretionary$868.4M
Non-Disc.$0
Employees10
Clients400
DateMar 2014
Total AUM$832.7M
Discretionary$832.7M
Non-Disc.$0
Employees11
Clients400
DateJul 2013
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees10
Clients300
DateApr 2013
Total AUM$642.9M
Discretionary$642.9M
Non-Disc.$0
Employees10
Clients300
DateFeb 2013
Total AUM$488.7M
Discretionary$476.2M
Non-Disc.$12.5M
Employees9
Clients300
DateSep 2012
Total AUM$488.7M
Discretionary$476.2M
Non-Disc.$12.5M
Employees6
Clients300
DateMar 2012
Total AUM$488.7M
Discretionary$476.2M
Non-Disc.$12.5M
Employees6
Clients300
DateJun 2011
Total AUM$467.8M
Discretionary$467.8M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$342.3M
Discretionary$342.3M
Non-Disc.$0
Employees10
Clients--
DateDec 2010
Total AUM$381.7M
Discretionary$376.7M
Non-Disc.$5M
Employees10
Clients--
DateMar 2010
Total AUM$340.5M
Discretionary$332M
Non-Disc.$8.5M
Employees10
Clients--
DateMar 2008
Total AUM$381.8M
Discretionary$381.8M
Non-Disc.$0
Employees10
Clients--
DateDec 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateOct 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$350M
Discretionary$350M
Non-Disc.$0
Employees5
Clients--
DateMar 2006
Total AUM$275.3M
Discretionary$275.3M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees5
Clients--
DateSep 2005
Total AUM$250M
Discretionary$250M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$220M
Discretionary$220M
Non-Disc.$0
Employees5
Clients--
DateDec 2003
Total AUM$145M
Discretionary$142M
Non-Disc.$3M
Employees5
Clients--