Investment adviser · CRD 106976

PROVIDENT INVESTMENT MANAGEMENT, INC.

Investment adviser filing (IA)

NOVI, MI, United States · Form ADV filed Jun 10, 2026

Regulatory AUM: $1.13B
Client accounts: 910
Employees: 10
Advisory professionals: 6

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client type	Clients	Regulatory assets	Share of AUM
High-net-worth individuals	227	$1,052,458,431	92.8%
Individuals	91	$54,811,000	4.8%
Retirement plans	Fewer than 5	$18,212,010	1.6%
Charities	Fewer than 5	$8,133,307	0.7%

Filing source

Form ADV 2111104 · Jun 10, 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 fund

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

PETOSKEY CAPITAL FUND, LPHedge Fund · Last reported Jul 21, 2022$20.2MGross asset value

Form D fundraising filings

Petoskey Capital Fund, LP

Fund administrator THEOREM FUND SERVICES CHICAGO, Illinois, United States Investor statements: Yes (provided to all investors) Related to adviser: No

Auditor RSM US LLP CHICAGO, Illinois, United States

Custodian PERSHING LLC JERSEY CITY, New Jersey, United States Related to adviser: No

Prime broker COWEN PRIME SERVICES LLC NEW YORK, New York, United States

Provider details

Annual audit: Yes
Prime brokers: Yes
Custodians: Yes
Administrator other than the adviser: Yes
External marketing: No

RSM US LLP
PCAOB 49

PERSHING LLC
SEC 8-17574

COWEN PRIME SERVICES LLC
CRD 153397 · SEC 8-68531

Fund details & source

Fund ID: 805-8522784063
Reported beneficial owners: 35
Minimum commitment: $250K
Form D file number: 021-306101

Form ADV 1665201 · Jul 21, 2022 · 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: Jun 10, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets

Principal office

39555 ORCHARD HILL PLACE, STE 139
NOVI, MI, 48375, United States

CRD 106976

Filing source

Form ADV 2111104 · Jun 10, 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.