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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Value focusMeridian vector +more
- Established Date
- 06-28-1988
- Office Locations
- 1
Office Locations
About Investment Management Associates
Investment Management Associates (IMA) is a Colorado-based RIA offering custom, stress-tested portfolios built on long-term, low-risk value investing. The firm uses a research-heavy, fad-free stock selection process with clear buy/sell criteria and provides full transparency via quarterly letters and anytime position access. Clients can request ethical or tax-based exclusions and have direct access to decision makers. Leadership invests alongside clients; CEO/CIO Vitaliy Katsenelson, CFA is widely published.
Team overview
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Custodian
Investment Themes
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Platform
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Owner & Executives
VITALIY N KATSENELSON
Chief Compliance Officer, Chief Executive Officer, Chief Investment Officer
- CRD
- #4392655
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Robert Leon Eckart
--
- CRD
- #8078860
Cyrus Pearo
Vice President
- CRD
- #6525767
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $794,945,505 | $1,257,825 |
| Non-Discretionary | $15,029,537 | $357,846 |
| Total | $809,975,042 | $1,201,743 |
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Separately Managed Accounts
Total SMA Asset: $809,975,042
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,535,769,521 | 28.6% |
| Cash | $606,790,056 | 11.3% |
| Derivatives | $1,954,615,754 | 36.4% |
| U.S. Government/Agency | $1,272,648,170 | 23.7% |
| Total | $5,369,823,501 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| QUANTUM HORIZON MATRIX | RIDGE ELEMENT | 61695EV62 | OREA | 2.49% | $89,458,420 |
| TIMBER ALPHA FUSION | PRIME EMBER | LV62T6CKE | PEQA | 1.24% | $93,919,592 |
| OAK PEAK RIDGE | LEGACY RADIAL | HQTNNIPGV | VBC | 5.25% | $10,760,630 |
| MOMENTUM RIDGE VECTOR | PRIME FUSION | GXUTLMF9X | CGZK | 12.52% | $107,149,762 |
| ATLAS GLACIER EMBER | OPTIMA VALUE | K9P2BY4UV | YDLC | 7.59% | $26,735,703 |
| LEGACY FUSION ATLAS | PEAK PIONEER | S778K1R7J | YIN | 2.83% | $30,098,811 |
| ALPHA HARBOR VERTEX | PRIME BEACON | UNA6NMHIO | YVHU | 4.55% | $107,810,714 |
| MERIDIAN FOUNDATION | TIMBER UNISON | MJ7TPFSJE | VLN | 5.90% | $116,970,037 |