Bloomberg Anywhere Remote Login Bloomberg Terminal Demo Request


Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.


Financial Products

Enterprise Products


Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000


Industry Products

Media Services

Follow Us

November 26, 2015 7:34 PM ET

Professional Services

Company Overview of Investment Metrics, LLC

Company Overview

Investment Metrics, LLC provides investment performance analytics, and manager research and reporting solutions for institutional investors, wealth advisors, investment consultants, asset managers, and plan sponsors in the United States and internationally. The company offers PARis, a performance analysis and information reporting system; InvestWorks, an Internet-based manager research system that provides a database of information on investment firms, products, funds, and style universes with built-in search and reporting tools; PRISM, a password protected portal linked to the customer’s Website to deliver documents for sharing with clients, advisors, and staff; and EQuest, an online data c...

One Parklands Drive

Darien, CT 06820

United States

Founded in 2010





Key Executives for Investment Metrics, LLC

Founder, Chief Executive Officer and President
Director and Product Manager
Vice President of Sales and Marketing
Compensation as of Fiscal Year 2015.

Investment Metrics, LLC Key Developments

Investment Metrics, LLC Presents at IMN's 19th Annual Global Indexing & ETFs, Dec-08-2014 03:10 PM

Investment Metrics, LLC Presents at IMN's 19th Annual Global Indexing & ETFs, Dec-08-2014 03:10 PM. Venue: JW Marriott Camelback Inn, Scottsdale, Arizona, United States. Speakers: Brendan Cooper, Director of Research.

Investment Metrics, LLC Announces Executive Changes

Investment Metrics, LLC announced that Thomas Carlson joined the firm as Vice President to lead sales and marketing, and appointed Gerry Mintz, PhD to the firm's Board of Directors. Both positions are new. Thomas Carlson brings over 20 years of senior leadership and business development experience to Investment Metrics. He spent more than 17 years in Global Business Development with Morningstar Inc., including nine years with Ibbotson Associates. Prior to Morningstar, Tom was a Senior Account Manager with The Alcar Group Inc. Tom earned a BS in Finance from DePaul University. Gerry Mintz is a senior operating executive and advisor with over 25 years' experience in financial technology. Gerry is currently the founder and Managing Partner of Percepta Partners, an Advisory firm focused on helping businesses develop and implement product/market growth strategies in the B2B information and enterprise software space.

Investment Metrics' PARis Reporting Platform to Provide Centralized Reporting for Aon Hewitt's Investment Consulting Clients in the U.S. and Canada

Investment Metrics, LLC announced that it has partnered with Aon Hewitt to provide a central reporting platform for its investment consulting clients in the U.S. and Canada. Utilizing Investment Metrics' performance analysis and reporting information system, PARis, Aon Hewitt is able to streamline the processes of performance measurement, attribution and client reporting across the United States and Canada.

Similar Private Companies By Industry

Company Name Region
Central Leasing Management, Inc. United States
Westport Strategic Partners, Inc. United States
Anoba Consulting Services, LLC United States
CAP Index Inc. United States
Bonefish Capital LLC United States

Recent Private Companies Transactions

No transactions available in the past 12 months.

Stock Quotes

Market data is delayed at least 15 minutes.

Company Lookup

Most Searched Private Companies

Company Name Geographic Region
Lawyers Committee for Civil Rights Under Law United States
Bertelsmann AG Europe
NYC2012, Inc. United States
Rush University United States
Citizens Budget Commission United States

Sponsored Financial Commentaries

Sponsored Links

Request Profile Update

Only a company representative may request an update for the company profile. Documentation will be required.

To contact Investment Metrics, LLC, please visit Company data is provided by Capital IQ. Please use this form to report any data issues.

Please enter your information in the following field(s):
Update Needed*

All data changes require verification from public sources. Please include the correct value or values and a source where we can verify.

Your requested update has been submitted

Our data partners will research the update request and update the information on this page if necessary. Research and follow-up could take several weeks. If you have questions, you can contact them at