Adviser Profile
| As of Date | 05/07/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| ADV Location | MINNETONKA, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 139,803,027 6% |
| of that, discretionary | 71,576,368 15% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 71,576,368 5% |
| Avg Account Size | 34,950,757 -21% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
72M
61M
51M
41M
31M
20M
10M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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