SourcingSourcing

INVESTMENT MANAGEMENT TRUST, LLC

A75
CRD 129456·SEC 801-132396·FITCHBURG, MA
AUM
$123.5M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$370K
@ 30% margin
Est. Deal Value
$3.0M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
INVESTMENT MANAGEMENT TRUST, LLC
CRD
129456
SEC file #
801-132396
EIN
474338264
DBA names
—

Economics

AUM
$123.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$106.6M → $123.5M▲ +16%
Client mix
Individuals Other105
Individuals High Net Worth42

Operations

Employees (total)
1
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
FITCHBURG MA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUM

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
—

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
POSCO, KENNETH, PAUL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
POSCO, KENNETH, PAUL
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002131759
Edgar Registered
Yes
Edgar Filing Count
1
Edgar First Filing Date
2026-04-24
Edgar Last Filing Date
2026-04-24
Edgar 13f Count
1
Edgar 13f Latest AUM Estimate
Filing Date2026-04-24
Accession0002131759-26-000001

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.1483
Soi Zip Pct 200k Plus
0.0204
Soi Zip Returns 200k Plus
410
Soi Zip Total AGI
1,155,978
Census Median Hh Income
65,599
Census High Income Households
915
Census Median Age
37.7
Census Pop 65 66 Total
875
Census Total Households
16,700
Fdic Zip Total Deposits
14,186,088,000
Fdic Zip Branch Count
289
Fdic Zip Top Banks
Rollstone Bank & Trust
TD Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
4
Bc Firm Active IA Count
5
Bc Firm IAR Count
5
Census Bachelors Plus Count
4,537
Census Median Home Value
261,500
Census Unemployed Count
1,789
Census Zip
01420
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
14 OLIVER STREETFITCHBURG, MA 01420
Business
14 OLIVER STREETFITCHBURG, MA 01420
Edgar EIN
474338264
Edgar Recent Filings
13F-HR2026-04-24 · 0002131759-26-000001
Fdic Zip Branches Raw
Fitchburg Savings Bank, FSBFitchburg, MA
Fitchburg Savings Bank, FSBFitchburg, MA
Fdic Zip HHI
1226.77
Fdic Zip Top Bank Share Pct
21.12
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI72,014
Returns5,700
Stub 2
AGI215,169
Returns5,760
Stub 3
AGI220,575
Returns3,610
Soi Zip Total Business Income
28,781
Soi Zip Total Cap Gains
19,250
Soi Zip Total Dividends
6,649
Soi Zip Total Returns
20,090
Top Owner CRD
1334397
Trust Company Affiliate
No

People (1)

1
POSCO, KENNETH, PAUL
IAR · Direct Owner · 87.5%
1334397