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MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963 · SEC 801-62669
3620 COUNTY ROAD 101 S., WAYZATA, MN, 55391, United States
Phone
(612) 334-2000
Fax
(612) 334-2001
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.10B
Discretionary AUM
$1.03B
Team
9 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-10
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1129 | $258.7M |
| High net worth individuals | 603 | $697.8M |
| Pension/profit sharing plans | 67 | $50.4M |
| Charitable organizations | 16 | $67.2M |
| Corporations/business entities | 15 | $27.3M |
States served
AL, AZ, CA, CO, GA, ID, IL, IN, IA, KS, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, SC, TN, UT, VA, WI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
Official SEC filing: View on IAPD