NEUMEIER POMA INVESTMENT COUNSEL LLC
Adviser information for NEUMEIER POMA INVESTMENT COUNSEL LLC last updated from Form ADV on May 24th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | FEBRUARY |
Legal Location | California, United States |
Employees
Total Number of Employees | 10 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 109 | $1.3B |
Non-Discretionary | 0 | $0 |
Total | 109 | $1.3B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 22 | $8.3M |
HNW Individuals | 22 | $109.6M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 1 | $56.5M |
Pension and profit sharing plans | <5 | $207.9M |
Charitable organizations | 18 | $456.6M |
State or municipal gov entities | 5 | $392.8M |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $28.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUM |
Principal Office
26435 CARMEL RANCHO BOULEVARDSUITE 200
CARMEL
CA
United States
Monday - Friday, 6:30 A.M. - 4:00 P.M.
Tel: 831-625-6355, Fax: 831-625-6320
Websites
Chief Compliance Officer
DARCY BLACKBURN
26435 CARMEL RANCHO BOULEVARD
SUITE 200
CARMEL
CA
United States
Tel:
831/625-6355
Fax:
831/625-6320
D****@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
NIC FUND | LONG-ONLY, UNLEVERAGED, PUBLICLY TRADED EQUITIES | $56.5M | $0.0M | 87 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
NEUMEIER, PETER, LINDSAY | Individual | – | MANAGER, MEMBER & PRESIDENT | 01/1997 | 25-50% |
NEUMEIER FAMILY TRUST U/A/D AUGUST 26, 1994 | Domestic Entity | – | MEMBER | 01/1997 | 10-25% |
POMA, BRIAN, DAVID | Individual | – | MEMBER & CHIEF EXECUTIVE OFFICER | 07/2008 | 50-75% |
NEUMEIER, PETER, LINDSAY | Individual | NEUMEIER FAMILY TRUST | CO-TRUSTEE | 01/1997 | 50-75% |
NEUMEIER, GILLIAN, BARBARA | Individual | NEUMEIER FAMILY TRUST | CO-TRUSTEE | 01/1997 | 50-75% |
BLACKBURN, DARCY, LEONARD | Individual | – | CHIEF COMPLIANCE OFFICER | 04/2015 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 13th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
Acushnet Holdings Corp. | COM | 18M | 279K | – |
Adtalem Global Education Corp. | COM | 9M | 131K | – |
Alamo Group Inc. | COM | 26M | 149K | – |
Atlantica Sustainable Infrastructure | SHS | 15M | 704K | – |
Axcelis Technologies Inc. | COM | 25M | 172K | – |
Cavco Industries Inc. | COM | 6M | 18K | – |
CBIZ Inc. | COM | 49M | 662K | – |
Celestica Inc. | COM | 27M | 466K | – |
Century Communities Inc. | COM | 32M | 390K | – |
Columbus McKinnon Corp. | COM | 15M | 436K | – |
Comfort Systems USA Inc. | COM | 31M | 101K | – |
Crane NXT Co. | COM | 30M | 482K | – |
Donnelley Financial Solutions Inc. | COM | 22M | 362K | – |
Dycom Industries Inc. | COM | 52M | 310K | – |
Encore Wire Corp. | COM | 11M | 38K | – |
Exlservice Holdings Inc. | COM | 36M | 1M | – |
Fabrinet | SHS | 21M | 85K | – |
Federal Signal Corp. | COM | 41M | 494K | – |
FormFactor Inc. | COM | 24M | 394K | – |
Hannon Armstrong Sustainable Infrastructure Capital Inc. | COM | 17M | 578K | – |
Huron Consulting Group Inc. | COM | 26M | 262K | – |
ICF International Inc. | COM | 42M | 280K | – |
Interdigital Inc. | COM | 36M | 310K | – |
Korn Ferry | COM | 24M | 357K | – |
Lakeland Financial Corp. | COM | 33M | 539K | – |
Limbach Holdings Inc. | COM | 27M | 478K | – |
McGrath RentCorp | COM | 10M | 93K | – |
Meritage Homes Corp. | COM | 11M | 68K | – |
Modine Manufacturing Co. | COM | 20M | 196K | – |
MYR Group Inc. | COM | 29M | 212K | – |
NV5 Global Inc. | COM | 20M | 217K | – |
OSI Systems Inc. | COM | 47M | 339K | – |
Primo Water Corp. | COM | 26M | 1M | – |
Silicon Motion Technology Corp. | SPONSORED ADR | 17M | 213K | – |
Skyline Champion Corp. | COM | 27M | 395K | – |
Steven Madden LTD. | COM | 23M | 546K | – |
Tecnoglass Inc. | ORD SHS | 20M | 406K | – |
Tetra Tech Inc. | COM | 41M | 201K | – |
UMB Financial Corp. | COM | 14M | 165K | – |
Veeco Instruments Inc. | COM | 57M | 1M | – |
Visteon Corp. | COM | 22M | 205K | – |
WNS Holdings LTD. | COM SHS | 16M | 296K | – |