# PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. of EDINA, MN is an SEC-registered investment adviser.

## Registration

- CRD: 117962
- Type: SEC-registered investment adviser
- SEC file number: 801-61205
- Location: 7701 FRANCE AVENUE SOUTH, #300, EDINA, MN, 55435
- Phone: (952) 224-4350
- Latest filing: 2026-04-30
- Regulatory AUM: $2.0B
- Discretionary AUM: $2.0B
- Clients: 34
- Accounts: 559

## Business model

- Compensation: % of AUM, Fixed, Performance, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Corporations, Investment cos, Other

## Officers, owners & control persons (17)

| Name | Role | Location |
| --- | --- | --- |
| Howard Dean Punch | CHIEF INVESTMENT OFFICER | — |
| Andrew John Matysik | CHIEF EXECUTIVE OFFICER | — |
| John Claude Carraux | MANAGING PARTNER & PORTFOLIO MANAGER | — |
| Jessica Brooke Johnson | MANAGING PARTNER | — |
| Cory Stewart Kiner | CHIEF FINANCIAL OFFICER | — |
| Todd Lewis Spicer | CHIEF COMPLIANCE OFFICER | — |
| Paul Trueman Dwyer | MANAGING PARTNER & PORTFOLIO MANAGER | — |
| PUNCH HOWARD DEAN | CHIEF INVESTMENT OFFICER; MANAGING MEMBER; PRESIDENT (+1 more) | — |
| BOHLMAN NANCY NMN | DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| BOHLMAN NANCY ANN | CHIEF COMPLIANCE OFFICER | — |
| MATYSIK ANDREW JOHN | CHIEF EXECUTIVE OFFICER; MANAGING PARTNER | — |
| JOHNSON BROOKE | MANAGING PARTNER | — |
| CARRAUX JOHN CLAUDE | MANAGING PARTNER & PORTFOLIO MANAGER; SENIOR ANALYST | — |
| CASELLI NANCY NMN | CHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER | — |
| Spicer Todd Lewis | CHIEF COMPLIANCE OFFICER | — |
| Kiner Cory Stewart | CHIEF FINANCIAL OFFICER | — |
| DWYER PAUL TRUEMAN | MANAGING PARTNER; MANAGING PARTNER & PORTFOLIO MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117962/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117962/similar
- Related entities: https://search.stillhousedata.com/firm/117962/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117962

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.