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Building 2SIT INVESTMENT ASSOCIATES, INC

Map pinMINNEAPOLIS, MN
Phone612-332-3223
NotebookSEC #801-16350
Total AUM
$3.5B
Employees
73
Clients
52

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3300 IDS CENTER
80 SOUTH EIGHTH STREET
MINNEAPOLIS
MN 55402
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
612-332-3223

ReceiptFinancials

Total AUM
$3.5B
Accounts
80
Discretionary
$3.5B
Accounts
80
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
17
AUM
$214.3M
Banking Clients
1
AUM
$0
Investment Company Clients
14
AUM
$1.9B
Pooled Vehicle Clients
8
AUM
$341M
Pension/Profit Sharing Plan Clients
1
AUM
$211.9M
Charitable Organization Clients
5
AUM
$448.7M
Government Entity Clients
1
AUM
$54.4M
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$188M
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$181.6M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNNETX

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 5 other businesses.

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