Investment Management Trust, LLC
Investment Management Trust, LLC is an SEC-registered mass-market adviser in Fitchburg, MA with $123.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Investment Management Trust, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 129456, SEC 801-132396, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $123.5M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- Fitchburg, MA
- Employees
- 1
- Clients
- 147
- CRD
- 129456
- Ownership
- POSCO, KENNETH, PAUL
How much AUM does Investment Management Trust, LLC have?
Investment Management Trust, LLC reported $123.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Investment Management Trust, LLC?
Disclosed owners and executives of Investment Management Trust, LLC include POSCO, KENNETH, PAUL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.