{{ Info.Overview }}
Adviser Profile
| As of Date | 09/13/2026 |
| Registration status | Terminated |
| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | 612 xxxxxxx |
| Websites |
| AUM* | 183,998,491 -28% |
| of that, discretionary | 183,998,491 -28% |
| Number of Employees | 9 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 61,332,830 -5% |
| SMA’s | No |
| Private Funds | 0 2 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
184M
158M
131M
105M
79M
53M
26M
2022
2023
2024
2025
2026