| Total AUM | $184.0M |
| Discretionary | $184.0M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $61.3M |
| Employees | 9 |
| Peak AUM | $257.0MMar 2025 |
| AUM CAGR | +4.8% /yrover 3 yrs · 10 filings |
Total AUM
$184M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | +8.0% | +4.8% | — | |
| Discretionary AUM | $184M | ||||
| Total AUM | $184.0M |
| Discretionary | $184.0M |
| Employees | 9 |
| Client Accounts | 3 |
Address
3033 EXCELSIOR BLVD
MINNEAPOLIS MN 55416
Phone
612-457-0070
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$184M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +8.0% |
| +4.8% |
| — |
| Total Accounts | 3 | 0.0% | 26.6% | — |
| Avg Account Size | $61M | +8.0% | +42.8% | — |
| Employees | 9 | 0.0% | +3.8% | — |
| AUM / Employee | $20M | +8.0% | +1.0% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $184M | +8.0% | +39.8% | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 14.9% | — | |