RIA Intelligence

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

Firm Details

Organization Type
Corporation
State of Formation
Minnesota
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Apr 29, 2025
Branch Offices
0
LEI
254900DESFPKSCE5ZR28

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
BOHLMAN, NANCY, ANNICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)IDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
CASELLI, NANCY, (NMN)ICHIEF COMPLIANCE OFFICERNA Control
DWYER, PAUL, TRUEMANIMANAGING PARTNERNA Control
DWYER, PAUL, TRUEMANIMANAGING PARTNERNA Control
DWYER, PAUL, TRUEMANIMANAGING PARTNER & PORTFOLIO MANAGERNA Control
DWYER, PAUL, TRUEMANIMANAGING PARTNER & PORTFOLIO MANAGERNA Control
DWYER, PAUL, TRUEMANIMANAGING PARTNER & PORTFOLIO MANAGERNA Control
DWYER, PAUL, TRUEMANIMANAGING PARTNER & PORTFOLIO MANAGERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Johnson, Jessica, BrookeIMANAGING PARTNERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
Kiner, Cory, StewartICHIEF FINANCIAL OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
SPICER, TODD, LEWISICHIEF COMPLIANCE OFFICERNA Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENTE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERE Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
PUNCH, HOWARD, DEANIPRESIDENT & CHIEF INVESTMENT OFFICERD Control
PUNCH, HOWARD, DEANICHIEF INVESTMENT OFFICERD Control
PUNCH, HOWARD, DEANICHIEF INVESTMENT OFFICERD Control
PUNCH, HOWARD, DEANICHIEF INVESTMENT OFFICERD Control
PUNCH, HOWARD, DEANICHIEF INVESTMENT OFFICERD Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERB Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERB Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERB Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERB Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERB Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNIMANAGING PARTNERB Control
MATYSIK, ANDREW, JOHNICHIEF EXECUTIVE OFFICERB Control
MATYSIK, ANDREW, JOHNICHIEF EXECUTIVE OFFICERB Control
MATYSIK, ANDREW, JOHNICHIEF EXECUTIVE OFFICERB Control
MATYSIK, ANDREW, JOHNICHIEF EXECUTIVE OFFICERB Control
CARRAUX, JOHN, CLAUDEISENIOR ANALYSTA Control
CARRAUX, JOHN, CLAUDEISENIOR ANALYSTA Control
CARRAUX, JOHN, CLAUDEISENIOR ANALYSTA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
CARRAUX, JOHN, CLAUDEIMANAGING PARTNER & PORTFOLIO MANAGERA Control
Johnson, Jessica, BrookeIMANAGING PARTNERA Control
Johnson, Jessica, BrookeIMANAGING PARTNERA Control
Johnson, Jessica, BrookeIMANAGING PARTNERA Control
Johnson, Jessica, BrookeIMANAGING PARTNERA Control
Johnson, Jessica, BrookeIMANAGING PARTNERA Control
Johnson, Jessica, BrookeIMANAGING PARTNERA Control

Registrations

Federal

IA
Apr 29, 2025 REGISTERED

Notice Filings (27)

AZ CA CO DC FL GA IA IL IN LA MA MD MI MN MT NC ND NE NH NV OH SC SD TX VA WA WI

Address

7701 FRANCE AVENUE SOUTH
#300
EDINA, MN 55435
United States
Phone: (952) 224-4350