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Building 2SLOCUM

Map pinMINNEAPOLIS, MN
Phone612-338-7020
NotebookSEC #801-39426
Total AUM
$123.9B
Employees
80
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
43 MAIN STREET SOUTHEAST
#148
MINNEAPOLIS
MN 55414-1032
United States
Operating Hours
8:00 A.M. TO 5:00 P.M.
Monday - Friday
Phone
612-338-7020

ReceiptFinancials

Total AUM
$123.9B
Accounts
131
Discretionary
$1.1B
Accounts
5
Non-Discretionary
$122.8B
Accounts
126

ContactClients

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None reported

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Services Offered
Advisor / Fund Manager SelectionInstitutional Portfolio ManagementOther ServicesPension Consulting
Other Services
INVESTMENT CONSULTING FOR INSTITUTIONAL POOLS, E.G. ENDOWMENTS, FOUNDATIONS, OPERATING ASSETS, INSURANCE RESERVES, FAMILY OFFICE
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMNNYOHWI

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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