Domestic entity
EntityIMA ADVISORS LLCStatusMEMBERReported since10/2023Ownership75% or moreControl personYes
Ima Advisory Services, Inc.
DENVER, CO
Form ADV and provider website profile · CRD 112091 · regulatory data as of May 19, 2026
This profile compiles reported firm AUM, regulatory account counts, ownership information, and source-linked regulatory records for Ima Advisory Services, Inc.. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.
$3.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
1,191Total AccountsTotal AccountsTotal regulatory accounts reported in Form ADV Item 5.F. This is not necessarily the number of OCIO mandates or unique clients.
$3.3BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$557MNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.
Direct Owners & Executives
Source: Form ADV- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 10/2023
- Type
- Domestic entity
- Control person
- Yes
- Ownership
- 75% or more
- Reported since
- 04/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 08/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 07/2024
- Type
- Individual
- Control person
- Yes
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 12/2024
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 02/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
- Reported since
- 05/2026
- Type
- Individual
- Control person
- No
- Ownership
- Less than 5%
| Name | Title | Reported since | Type | Control person | Ownership |
|---|---|---|---|---|---|
| Richard William Holt | Executive Vice President | 04/2024 | Individual | Yes | Less than 5% |
| Ima Advisors Llc | Member | 10/2023 | Domestic entity | Yes | 75% or more |
| Michael Shane Gregg | President | 04/2024 | Individual | Yes | Less than 5% |
| Patrick James Krulik | Head Of Investments | 08/2024 | Individual | Yes | Less than 5% |
| Valerie Lynn Ruppel | Chief Compliance Officer | 07/2024 | Individual | Yes | Less than 5% |
| Akasha Ngina Absher | Executive Vice President | 12/2024 | Individual | No | Less than 5% |
| Benjamin Howard Valore-Caplan | Executive Vice President | 12/2024 | Individual | No | Less than 5% |
| Eamon Joseph Twomey | Senior Vice President | 02/2026 | Individual | No | Less than 5% |
| Matthew Michael Obert | Executive Vice President | 05/2026 | Individual | No | Less than 5% |
Indirect Ownership
Source: Form ADVDomestic entity
EntityIMA FINANCIAL GROUP, INC.StatusSHAREHOLDER, CLASS CReported since05/2026Ownership25% but less than 50%Control personYes
Domestic entity
EntityNMSEF II HOLDINGS LL, L.P.StatusGENERAL PARTNERReported since05/2026OwnershipOther (general partner, trustee, or elected manager)Control personYes
Domestic entity
EntityIMA FINANCIAL GROUP, INC.StatusSHAREHOLDER, CLASS CReported since05/2026Ownership25% but less than 50%Control personYes
Domestic entity
EntityOHCP IMA AGGREGATOR, L.P.StatusGENERAL PARTNERReported since05/2026OwnershipOther (general partner, trustee, or elected manager)Control personYes
Owners & Executives
Source: Form ADVRW
Richard William Holt
Executive Vice President
MS
Michael Shane Gregg
President
VL
Valerie Lynn Ruppel
Chief Compliance Officer
AN
Akasha Ngina Absher
Executive Vice President
BH
Benjamin Howard Valore-Caplan
Executive Vice President
EJ
Eamon Joseph Twomey
Senior Vice President
Names and titles are shown as reported in Form ADV.
Ownership & Governance
Direct owners & executives9
Indirect ownership records5
Regulatory statusSEC registered investment adviser
SEC registration dateFeb 5, 2014
CRD number112091