# Punch & Associates Investment Management

Punch & Associates Investment Management is a RIA based in Edina, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Edina, United States
- **Region:** North America
- **Address:** Edina, MN, United States
- **Founded:** 1989
- **Assets under management:** Undisclosed
- **Website:** punchinvest.com

## Regulatory record

- **CRD number:** 117962
- **SEC file number:** 801-61205
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-04-30T00:00:00.000Z
- **Reports private funds:** Yes
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/117962

## About

PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. is an SEC-registered investment adviser in EDINA, MN, registered since 2002. The firm manages approximately $2.0 billion in assets. It has 34 employees and 18 investment advisers.

## Sectors

- Private Equity
- Real Assets
- Public Equities
- Fixed Income

## People

- John Punch — Founder & President
- Brad Punch — Chief Investment Officer

## Questions

### Who runs investment decisions at Punch & Associates?

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).

### How does Punch & Associates source proprietary deal flow?

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.

### What investment stages does Punch & Associates typically target?

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.

### Does Punch & Associates participate in fund commitments or only direct deals?

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.

## Related profiles

- [Savoy Investment Management](https://altss.com/profile/savoy-investment-management-inc)
- [Taylor & Taylor Financial Services](https://altss.com/profile/taylor-and-taylor-financial-services)

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Last updated: 2026-06-03T20:00:00.000Z

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