GOLDNER HAWN LP
DBA: GOLDNER HAWN
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $898.9M |
| Discretionary | $898.9M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $299.6M |
| Employees | 13 |
| Peak AUM | $898.9MMar 2026 |
| AUM CAGR | +20.3% /yrover 6 yrs · 15 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $899M | +6.6% | +15.3% | +22.1% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $898.9M |
| Discretionary | $898.9M |
| Employees | 13 |
| Client Accounts | 3 |
Contact & Location
Address
90 S. 7TH STREET
MINNEAPOLIS MN 55402-4128
Phone
612-338-5912
Filing History
15 ADV Part 1 submissions
Fee Structure
% of AUMFixed FeesPerformance Fees
Advisory Services
Portfolio Mgmt (Institutional)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$899M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
Pooled Vehicles
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Related Entities (Item 7)
Law Firm