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Building 2OKABENA INVESTMENT SERVICES INC

Map pinMINNEAPOLIS, MN
Phone612-339-7151
NotebookSEC #801-47929
Total AUM
$2.1B
Employees
18
Clients
150

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4200 IDS CENTER
80 S EIGHTH STREET
MINNEAPOLIS
MN 55402-4523
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
612-339-7151

ReceiptFinancials

Total AUM
$2.1B
Accounts
383
Discretionary
$1.9B
Accounts
372
Non-Discretionary
$231.1M
Accounts
11

ContactClients

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Individual Clients
1
AUM
$63
HNW Individual Clients
125
AUM
$486.5M
Pooled Vehicle Clients
12
AUM
$1.4B
Charitable Organization Clients
11
AUM
$48.3M
Other Clients
1
AUM
$162.6M
Description of Other Clients
FAMILY LLCS AND LPS

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY LLCS AND LPS
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLMAMNMTNENYSDTX

HandshakeAffiliates

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

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