| Total AUM | $35.29B |
| Discretionary | $35.29B100% of AUM |
| Client Accounts | 50 |
| Avg Account Size | $705.8M |
| Employees | 251 |
| Peak AUM | $35.29BMar 2026 |
| AUM CAGR | +20.6% /yrover 15 yrs · 46 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $35.3B | +22.6% | +12.5% | +10.3% | |
| Discretionary AUM | |||||
| Total AUM | $35.29B |
| Discretionary | $35.29B |
| Employees | 251 |
| Client Accounts | 50 |
Address
250 NICOLLET MALL
MINNEAPOLIS MN 55401-7546
Phone
612-851-3000
Filing History
46 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$35.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$35.3B
| $35.3B |
| +22.6% |
| +12.5% |
| +10.3% |
| Total Accounts | 50 | +16.3% | +13.7% | +12.3% |
| Avg Account Size | $706M | +5.5% | 1.0% | 1.7% |
| Employees | 251 | +13.1% | +2.8% | +3.5% |
| AUM / Employee | $141M | +8.5% | +9.5% | +6.6% |
Client AUM Segments | |||||
| Institutional AUM | $152M | — | — | — | |
| Fund / Pooled AUM | $35.1B | +22.4% | +12.3% | +10.2% | |
| Other AUM | $61M | 50.7% | — | — | |
Client Count Segments | |||||
| Institutional | 3 | +200.0% | — | — | |
| Pooled / Fund | 46 | +15.0% | +10.6% | +10.4% | |