DBA: CAPTAR PRIVATE WEALTH
| Total AUM | $165.5M |
| Discretionary | $165.0M100% of AUM |
| Non-Discretionary | $500K |
| Client Accounts | 415 |
| Avg Account Size | $399K |
| Employees | 2 |
| Peak AUM | $165.5MFeb 2026 |
Total AUM
$166M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $166M | +20.8% | — | — | |
| Discretionary AUM | $165M | ||||
| Total AUM | $165.5M |
| Discretionary | $165.0M |
| Employees | 2 |
| Client Accounts | 415 |
| Client Range | 0 |
Address
600 HWY 169 S
ST. LOUIS PARK MN 55426
Phone
612-347-8668
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$165M
99.7% of AUM
Non-Discretionary
$500,000
0.3% of AUM
Disc. mix ▲ 4.8pp vs 1 year ago
No related registrations reported
| — |
| — |
| Non-Disc. AUM | $500,000 | 92.9% | — | — |
| Total Accounts | 415 | +19.9% | — | — |
| Avg Account Size | $398,795.181 | +0.7% | — | — |
| Employees | 2 | 0.0% | 0.0% | — |
| AUM / Employee | $83M | +20.8% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $165M | +20.7% | — | — | |
| Institutional AUM | $200,000 | — | — | — | |
Client Count Segments | |||||
| HNW Clients | 170 | 10.1% | — | — | |
| Institutional | 2 | — | — | — | |
| Individuals | 14 | 89.8% | — | — | |