Overview
Disciplined Growth Investors Inc. is a SEC-registered investment adviser with its principal place of business located in Minneapolis,
Minnesota. Disciplined Growth Investors Inc. began conducting business in 1997. The firm intends to remain 100% employee owned. The
firm’s shareholders are listed below:
§ Rob Nicoski, Chief Investment Officer
§ Frederick Martin, Founder and Lead Portfolio Manager
§ Rick Martin, Chief Executive Officer
§ Sheri Lietzke, Director of Client Relationships
§ Nicholas Hansen, Lead Portfolio Manager
§ Jason Lima, Lead Portfolio Manager
§ Peter Rieke, Chief Operating Officer & Chief Compliance Officer
§ Evan Almeroth, DGI Fund Ambassador
§ Beth Miller, Client Relationship Manager
§ Katie Brever, Client Relationship Manager
§ Kassandra Mauch, Technical Program Manager
§ Cindy Lee, Operations Team Leader
§ Lisa Rockrohr, Client Relationship Manager
DISCIPLINED GROWTH INVESTORS ADVISORY SERVICES
INSTITUTIONAL & HIGH NET WORTH INVESTMENT MANAGEMENT
Disciplined Growth Investors, Inc. provides investment management services to pension and profit-sharing plans, corporations and other
business and government entities, charitable organizations including foundations and other non-profit entities, and select high net worth
individuals. Disciplined Growth Investors, Inc. accepts separate account mandates for U.S. Mid Cap Growth Equities, U.S. Small Cap Growth
Equities and Balanced Growth portfolios. Our two equity strategies are
managed under a single process, with client-specific investment
advice tailored within each strategy. Clients are permitted to impose reasonable restrictions on investing in certain securities, types of
securities, or industry sectors.
MUTUAL FUND
Disciplined Growth Investors, Inc. also serves as investment adviser to The Disciplined Growth Investors Fund (Ticker: DGIFX). More
information about the Fund, including fees and investment minimums, is available in the Fund’s prospectus.
COMINGLED INVESTMENT FUND
Disciplined Growth Investors, Inc. also serves as sub-adviser to The DGI Growth Fund R1 (Ticker: HDGIAX), a comingled investment fund
(CIF) sponsored by Hand Benefits & Trust Co. More information about the Fund, including investor eligibility requirements and fees, is
available in the Fund’s participation agreement.
LIMITED PARTNERSHIPS
Disciplined Growth Investors, Inc. is the general partner and adviser to Compass Investors LP, Navigator Investors LP and The Outlier Fund
LP (“the Partnerships”). More information concerning the Partnerships is available in the Partnerships’ private offering memoranda.
DISCRETIONARY SUB-ADVISORY SERVICES
Disciplined Growth Investors, Inc. serves as sub-adviser to separately managed accounts through arrangements with other investment
advisers.
AMOUNT OF MANAGED ASSETS
As of December 31, 2023 we were actively managing $4,789,287,731 of clients’ assets on a discretionary basis and $0 on a non-
discretionary basis.