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

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