| Total AUM | $58.6M |
| Discretionary | $58.6M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $19.5M |
| Employees | 4 |
| Peak AUM | $203.4MMar 2022 |
| AUM CAGR | -7.7% /yrover 12 yrs · 15 filings |
Total AUM
$59M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $59M | 61.3% | 24.2% | 18.0% | |
| Discretionary AUM | |||||
| Total AUM | $58.6M |
| Discretionary | $58.6M |
| Employees | 4 |
| Client Accounts | 3 |
Address
3109 W 50TH ST #207
MINNEAPOLIS MN 55410
Phone
952-456-5300
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$59M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $59M |
| 61.3% |
| 24.2% |
| 18.0% |
| Total Accounts | 3 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $20M | 61.3% | 24.2% | 18.0% |
| Employees | 4 | 20.0% | 12.0% | 10.3% |
| AUM / Employee | $15M | 51.6% | 13.8% | 8.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $59M | 61.3% | 24.2% | 18.0% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |