Data / Investment advisers / Florida / Punch Card Management
Punch Card Management, Winter Park, FL: $505 million AUM, SEC registered investment adviser
Punch Card Management is an SEC registered investment adviser with its main office in Winter Park, Florida and reports $505 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles. It is paid through a percentage of assets under management and performance based fees. It advises 1 private fund.
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- Registration
- SEC registered investment adviser
- CRD number
- 162939
- SEC file number
- 801-79532
- SEC status
- Approved, effective April 22, 2014
- Legal name
- Punch Card Management LP
- Main office
- 533 West New England Ave Suite C, Winter Park, FL 32789
- Phone
- (407) 367-4347
- Website
- punchcardcapital.com
- Regulatory AUM
- $505,397,719 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $505,397,719
- Accounts
- 1
- Employees
- 4, of which 4 give investment advice
- Form of organization
- Limited Partnership
- Paid through
- a percentage of assets under management, performance based fees
- Private funds
- 1: 1 hedge fund
- Gross assets of private funds
- $505,397,719
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $505.4 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $505.4 million | March 26, 2026 |
| December 1, 2025 | $531 million | March 31, 2025 |
Other advisers in Winter Park
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| American Financial Advisors Inc | Winter Park | $1.28 billion | Not listed | adviserinfo.sec.gov |
| Orange Investment Advisors, LLC | Winter Park | $765 million | 1 | adviserinfo.sec.gov |
| 55 North Private Wealth | Winter Park | $581.3 million | Not listed | adviserinfo.sec.gov |
| Financial Harvest Wealth Advisors | Winter Park | $557.4 million | Not listed | adviserinfo.sec.gov |
| Trillium Wealth LLC | Winter Park | $544.6 million | Not listed | adviserinfo.sec.gov |
| Fortress Wealth Group | Winter Park | $439.1 million | Not listed | adviserinfo.sec.gov |
| Broadcrest Asset Management, LLC | Winter Park | $415.5 million | 5 | adviserinfo.sec.gov |
| Arsenal Venture Partners | Winter Park | $393.8 million | 12 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Winter Park, FL
- Investment advisers in Florida
- Advisers with $500 million to $1 billion in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Punch Card Management on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.