| Total AUM | $27.0M |
| Discretionary | $27.0M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $13.5M |
| Employees | 1 |
| Peak AUM | $27.0MMar 2026 |
Total AUM
$27M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $27M | +57.2% | — | — | — |
| Discretionary AUM | $27M | +57.2% | |||
| Total AUM | $27.0M |
| Discretionary | $27.0M |
| Employees | 1 |
| Client Accounts | 2 |
Address
21 N. THIRD STREET
MINNEAPOLIS MN 55401
Phone
215-469-1717
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$27M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
— |
| Total Accounts | 2 | +100.0% | — | — | — |
| Avg Account Size | $14M | 21.4% | — | — | — |
| Employees | 1 | 0.0% | 0.0% | — | — |
| AUM / Employee | $27M | +57.2% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $27M | +57.2% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 2 | +100.0% | — | — | — |