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OKABENA INVESTMENT SERVICES INC
CRD 111162 · SEC 801-47929
4200 IDS CENTER, 80 S EIGHTH STREET, MINNEAPOLIS, MN, 55402-4523, United States
Phone
612-339-7151
Fax
612-217-6246
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.12B
Discretionary AUM
$1.89B
Team
18 total employees; 8 advisory reps; 9 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-03-27
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (pooled vehicles)Portfolio management (institutions)Selection of other advisersPORTFOLIO MANAGEMENT FOR FAMILY LLCS AND LPS
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 125 | $486.5M |
| Pooled investment vehicles | 12 | $1.42B |
| Charitable organizations | 11 | $48.3M |
States served
CA, MA, MN, MT, NE, NY, TX, FL, SD
All web addresses on file
Official SEC filing: View on IAPD