Investment adviser · CRD 110672
NEUMEIER POMA INVESTMENT COUNSEL LLC
Investment adviser filing (IA)
CARMEL, CA, United States · Form ADV filed May 20, 2026
- Regulatory AUM
- $1.37B Form ADV · Item 5.F
- Client accounts
- 109 Accounts, not individual clients
- Employees
- 11 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Charities | 29 | $493,536,847 | 35.9% |
| Government entities | 6 | $483,291,496 | 35.2% |
| Retirement plans | Fewer than 5 | $161,226,053 | 11.7% |
| High-net-worth individuals | 21 | $129,458,108 | 9.4% |
| Pooled investment vehicles | 1 | $66,335,907 | 4.8% |
| Corporations & businesses | Fewer than 5 | $32,446,505 | 2.4% |
| Individuals | 17 | $8,615,566 | 0.6% |
Filing source
Form ADV 2104286 · May 20, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
1 Private fundThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
NIC FUNDOther Private Fund · Last reported May 20, 2026$66.3MGross asset value
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
EISNERAMPER LLP
PCAOB 274
CHARLES SCHWAB & CO., INC.
SEC 8-16514
Fund details & source
- Fund ID
- 805-8665032580
- Reported beneficial owners
- 77
- Minimum commitment
- $0
Form ADV 2104286 · May 20, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: May 20, 2026. View historical filings
Reported services
Individual portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets
Principal office
26435 CARMEL RANCHO BOULEVARD, SUITE 200CARMEL, CA, 93923-8852, United States
CRD 110672
Filing source
Form ADV 2104286 · May 20, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.