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

Identifiers

SEC RIA File Number 801-23649
SEC ERA File Number 801-23649
SEC CIK Numbers 1044936
SEC CRD Numbers 110672
Legal Entity Identifier None

Principal Office

26435 CARMEL RANCHO BOULEVARD
SUITE 200
CARMEL
CA
United States
Monday - Friday, 6:30 A.M. - 4:00 P.M.
Tel: 831-625-6355, Fax: 831-625-6320

Chief Compliance Officer

DARCY BLACKBURN
26435 CARMEL RANCHO BOULEVARD
SUITE 200
CARMEL
CA
United States
Tel: 831/625-6355
Fax: 831/625-6320
(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

105020192020202120222023202410 on 5/6/201910 on 5/15/202010 on 5/19/202110 on 11/22/202110 on 5/20/202210 on 5/24/2023

RAUM, Historic

2B1B02019202020212022202320241384609405 on 5/6/20191099994887 on 5/15/20201888410024 on 5/19/20211888410024 on 11/22/20211684290649 on 5/20/20221259885375 on 5/24/2023

No. Clients, Historic

8040020192020202120222023202469 on 5/6/201968 on 5/15/202071 on 5/19/202171 on 11/22/202169 on 5/20/202268 on 5/24/2023

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