Adviser Profile
| As of Date | 06/08/2026 |
| Registration | SEC, Approved, 08/09/2024 |
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| Former registrations | |
| ADV Location | WAYZATA, MN, United States |
| Contact Info | 612 xxxxxxx |
| Websites |
| AUM* | 313,042,657 12% |
| of that, discretionary | 313,042,657 12% |
| Number of Employees | 9 -10% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 277,652,290 |
| Avg Account Size | 44,720,380 12% |
| SMA’s | No |
| Private Funds | 7 |
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
313M
268M
224M
179M
134M
89M
45M
2023
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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