PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC.

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. of EDINA, MN is an SEC-registered investment adviser (CRD 117962). Regulatory assets under management: $2.0B.

Registration

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)

NameRoleLocation
Howard Dean PunchCHIEF INVESTMENT OFFICER—
Andrew John MatysikCHIEF EXECUTIVE OFFICER—
John Claude CarrauxMANAGING PARTNER & PORTFOLIO MANAGER—
Jessica Brooke JohnsonMANAGING PARTNER—
Cory Stewart KinerCHIEF FINANCIAL OFFICER—
Todd Lewis SpicerCHIEF COMPLIANCE OFFICER—
Paul Trueman DwyerMANAGING PARTNER & PORTFOLIO MANAGER—
PUNCH HOWARD DEANCHIEF INVESTMENT OFFICER; MANAGING MEMBER; PRESIDENT (+1 more)—
BOHLMAN NANCY NMNDIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER—
BOHLMAN NANCY ANNCHIEF COMPLIANCE OFFICER—
MATYSIK ANDREW JOHNCHIEF EXECUTIVE OFFICER; MANAGING PARTNER—
JOHNSON BROOKEMANAGING PARTNER—
CARRAUX JOHN CLAUDEMANAGING PARTNER & PORTFOLIO MANAGER; SENIOR ANALYST—
CASELLI NANCY NMNCHIEF COMPLIANCE OFFICER; DIRECTOR OF OPERATIONS / CHIEF COMPLIANCE OFFICER—
Spicer Todd LewisCHIEF COMPLIANCE OFFICER—
Kiner Cory StewartCHIEF FINANCIAL OFFICER—
DWYER PAUL TRUEMANMANAGING PARTNER; MANAGING PARTNER & PORTFOLIO MANAGER—

Private funds (2)

FundTypeFormedOwnersGross asset valueMin investment
PUNCH MICRO CAP PARTNERS, LLCHedge FundDelaware91$302.8M$250K
PUNCH NANO CAP PARTNERS I, LLCHedge FundDelaware38$83.7M$500K

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