Brian Poma

Brian David Poma is Chief Executive Officer and a member of Neumeier Poma Investment Counsel LLC, an investment adviser based in Carmel, California. SEC filings list him as the person signing the firm’s Form 13F reports on behalf of the manager, with the title Chief Executive Officer. Private Fund Data, citing Form ADV, lists him as a member and chief executive officer with a 50%–75% beneficial ownership band and a control-person status since 2008.

Poma joined Neumeier Investment Counsel in January 2000 as the firm’s trader. According to The Wall Street Transcript, he learned the firm’s value-investing approach there, became a senior analyst in 2003, received the CFA designation in 2005, was promoted to portfolio manager in 2006, and became an equity partner in July 2008. His research coverage has included health care, technology, and energy.

He graduated from UCLA in 1999 with a B.A. in economics. His LinkedIn profile also lists UCLA from 1995 to 1999 and a CFA Institute charter issued in September 2005.

Public sources do not verify the stub’s claim that he is primarily an angel or seed investor. The verified record points to a public-equities small-cap value manager, not a conventional startup angel profile.

• Neumeier Poma’s public-equities strategy is described as capitalizing on “undervalued, misunderstood, and undiscovered companies” in the small-cap value universe.
• The firm uses bottom-up fundamental research and may run concentrated portfolios based on its analysis of individual companies and sectors.
• In a 2013 Wall Street Transcript excerpt, Poma said the firm looks for companies with “some sort of edge over their competition that is highly defensible.”
• Poma’s Questcor example emphasized debt-free balance sheets, cash per share, double-digit return on equity, high profit margins, rapid sales growth, and barriers to generic competition.
• The firm’s 13F filings show a public-stock portfolio rather than private-company seed deals; the Q1 2026 filing reported 41 holdings with a total reported Form 13F value of about $1.213 billion.