| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/30/2025 |
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| ADV Location | MINNEAPOLIS, MN, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 22,781,793,218 46% |
| of that, discretionary | 22,781,793,218 46% |
| Number of Employees | 66 -49% |
| of those in investment advisory functions | 24 |
| Private Fund GAV* | 20,851,760,472 34% |
| Avg Account Size | 484,719,005 3% |
| SMA’s | No |
| Private Funds | 47 |
- 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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