| As of Date | 09/25/2026 |
| Registration | SEC, Approved, 09/23/2024 |
| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | 952 xxxxxxx |
| Websites |
| AUM* | 7,304,940,802 14% |
| of that, discretionary | 7,304,940,802 14% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 7,304,940,806 8% |
| Avg Account Size | 429,702,400 -6% |
| SMA’s | No |
| Private Funds | 17 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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