Punch Card Management LP (Winter Park)

Name: Punch Card Management LP
Address: 444 W. New England Ave, Winter Park, FL, 32789
Telephone: 407-367-4347

Punch Card Management LP is a large advisory firm based in Winter Park. It manages $360.22 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of Florida.

Punch Card Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Punch Card Management: assets under management

The assets under management (AUM) of Punch Card Management LP is $360.22 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 78% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $360.22 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $360.22 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Punch Card Management LP for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Punch Card Management serves?

The only and largest group of clients of Punch Card Management is pooled investment vehicles with 1 clients and $360.22 million of assets under management. Among the 10 most similar advisory firms, Punch Card Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $360.22 million for 1 clients. None of the firm’s clients are foreign persons or businesses.

Punch Card Management also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $3,000,000 for each fund.

Careers at Punch Card Management LP

The company employs 5 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Gotham Advisers Llc	Limited partner	1 Apr 2004	Other	30-0107844
Norbert Lou	Chief compliance officer, limited partner	1 Apr 2004	75% - 100%	6045229
Punch Card Gp Llc	General partner	1 Apr 2004	Other	76-0758142
Punch Card Management Gp Llc	General partner	1 Apr 2004	Other	76-0758142
Francis Chow	Chief operating officer	1 Jan 2015	Other	6449176
Francis Pei Chi Chow	Chief operating officer and chief compliance officer	1 Jan 2015	Other	6449176

Indirect Owners

The SEC currently registers 3 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Robert Laurence Goldstein	Member	1 Oct 2003	25% - 50%	1701590
Joel Michael Greenblatt	Managing member	1 Oct 2003	25% - 50%	1335618
Norbert Hsin Yeu Lou	Managing member	1 Apr 2004	75% - 100%	6045229

Based in Winter Park

The principal office where Punch Card Management LP performs its advisory services is located at 444 W. New England Ave, Winter Park, FL 32789, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 407-367-4347. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at punchcardcapital.com.