NEUMEIER POMA INVESTMENT COUNSEL LLC

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Adviser Profile
As of Date 05/21/2024
Adviser Type - Large advisory firm
Number of Employees 11 10.00%
of those in investment advisory functions 6 20.00%
Registration SEC, Approved, 03/04/1985
AUM* 1,275,914,769 -24.25%
of that, discretionary 1,275,914,769 -24.25%
Private Fund GAV* 60,153,527 6.45%
Avg Account Size 11,094,911 -25.56%
% High Net Worth 25.61% -29.32%
SMA’s Yes
Private Funds 1
Contact Info 831 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Recent News

Reported AUM

Discretionary
Non-discretionary
2B 2B 1B 1B 809M 540M 270M
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$60,153,527

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Brochure Summary

Overview

Neumeier Poma Investment Counsel LLC (“NPIC”) has been in business as an SEC registered investment adviser since 1985. Currently, NPIC’s principal owners are: *Peter L. Neumeier (35%) *Neumeier Family Trust u/a/d August 26, 1994 (10%) *Brian D. Poma (55%) NPIC provides advisory services and discretionary portfolio management for institutional and high net worth clients in a “long only” strategy. These services include continuous evaluation of a client’s portfolio, and
purchases and sales of securities according to client guidelines established prior to account opening in accordance with each client’s investment objectives and constraints. NPIC does not provide financial planning services. NPIC also manages the NIC Fund, a tenants-in-common private fund that invests in public equities. NPIC does not participate in wrap fee programs. As of March 31, 2024, NPIC had $1.276 billion in assets under management on a discretionary basis.