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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Tiaa
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between July 2, 2025 and May 26, 2026, reported AUM increased 41.4%, from $572.7M to $810.0M.
Across 5 reported observations, AUM increased 150.8% between May 19, 2022 and May 26, 2026, from $323.0M to $810.0M.
Of the latest reported AUM, 98.1% is discretionary and 1.9% is non-discretionary.
The firm reports 4 advisory representatives and 385 clients, or 96.3 clients per representative. That equates to $2.1M in reported AUM per client.
The profile lists 1 reported office location and 38 years in operation. The source data was last updated on May 26, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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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
SMA allocation detail is available
Investment Management Associates has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Investment Management Associates's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.