Punch & Associates Investment Management

Brad Punch serves as Chief Investment Officer, overseeing asset allocation and investment selection. The firm was founded by his father, John Punch, who remains President (public record).

The firm sources private investments through a network of GP relationships built over three decades of fund commitments and co-investments. Direct deals come from middle-market companies and real asset partnerships where the firm maintains long-standing connections.

Punch & Associates is a registered investment advisor (RIA), not a family office. It provides discretionary asset management and financial planning to high-net-worth families and institutions, operating similarly to an outsourced CIO.

The firm targets growth and value opportunities across public and private markets. In private equity, it focuses on middle-market direct co-investments and fund commitments. In real assets, it invests in partnerships and direct holdings.

Punch & Associates uses both approaches. It makes fund commitments to private equity and real asset managers, and also executes direct co-investments alongside those GPs or independently.