NEUMEIER POMA INVESTMENT COUNSEL LLC other names

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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, 3/4/1985

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:

+

Advisory Activities:

+

Compensation Arrangments:

+

Reported AUM

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

Recent News

Neumeier Poma Investment Counsel LLC Buys 3, Sells 2 in 3rd Quarter
11/09/2022

Related Stocks: VC, MED, CLFD, DY, HASI,

gurufocus.com

Neumeier Poma Investment Counsel LLC Buys MYR Group Inc, Medifast Inc, Korn Ferry, Sells ...
11/10/2021

Related Stocks: MYRG, KFY, VECO, CMCO, FORM, MED, AMWD,

gurufocus.com

Hannon Armstrong Sustainable Infrastructure Capital Inc.
04/01/2021

Stocks: Real-time U.S. stock quotes reflect trades reported through Nasdaq only; comprehensive quotes and volume reflect trading in all markets and are delayed at least 15 minutes. International ...

Barrons

Standard Motor Products Inc.
03/26/2021

1 Day SMP 1.29% DJIA 1.39% S&P Mid Cap 400 2.32% Automotive -5.13% Lawrence I. Sills, 79 Executive Chairman Standard Motor Products, Inc. Eric Philip Sills, 50 President, Chief Executive Officer ...

Wall Street Journal


Private Funds Structure

Fund Type Count GAV
Other Private Fund 1 $60,153,527

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Private Funds



Employees




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.