DFX Intelligence

Data Factory

RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 1b 10b

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

CRD 129963

WAYZATA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c07f7bfb-59fc-1b6e-fbeb-45ce4ebe9b7d

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Mar 30, 2012 to Mar 10, 2026
20 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.87 fund_share=0.0 institutional_share=0.11 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $1.1BItem 5.F on the latest filing (2026-03-10); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $1.0B
Private client RAUM: $956MderivedItem 5.D individuals plus high net worth individuals
Private client share: 87%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 3
RAUM per advisor: $367Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 9
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,830
Individual clients: 1,129
High net worth clients: 603
Custody, client assets: $210M
SEC number: 801-62669
CRD: 129963
Filings on the tape: 20
First filed: Mar 30, 2012
Latest filed: Mar 10, 2026
Organised: Limited Liability Company, DE

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
HARRISON TODD GRODNICK	n/a	Wayzata, MN	22	27	1	no
PHILLIP WARREN GRODNICK	n/a	Wayzata, MN	22	45	1	no
ROBERT AUSTIN BRITTON	n/a	WAYZATA, MN	12	19	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRITTON, ROBERT, AUSTIN	CHIEF COMPLIANCE OFFICER	Na	yes	11/2011	Mar 10, 2026	Mar 10, 2026
GRODNICK, HARRISON, TODD	CHIEF OPERATING OFFICER	E	yes	12/2003	Mar 10, 2026	Mar 10, 2026
GRODNICK, PHILLIP, WARREN	CHIEF EXECUTIVE OFFICER	B	yes	12/2003	Mar 10, 2026	Mar 10, 2026

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 10, 2026	$1.1B	$1.0B	9	3	0	n/a	n/a
2024	Mar 18, 2025	$901M	$841M	9	3	0	n/a	n/a
2023	Mar 4, 2024	$889M	$825M	9	3	0	n/a	n/a
2022	Mar 21, 2023	$825M	$772M	9	3	0	n/a	n/a
2021	Mar 7, 2022	$1.1B	$1.0B	9	3	0	n/a	n/a
2020	Mar 9, 2021	$941M	$888M	9	3	0	n/a	n/a
2019	Mar 25, 2020	$1.1B	$982M	9	3	0	n/a	n/a
2018	Mar 21, 2019	$974M	$848M	9	3	0	n/a	n/a
2017	Mar 23, 2018	$1.1B	$884M	9	3	0	n/a	n/a
2016	Mar 23, 2017	$813M	$661M	9	3	n/a	n/a	n/a
2015	Mar 21, 2016	$784M	$676M	10	3	n/a	n/a	n/a
2014	Mar 13, 2015	$938M	$805M	9	3	n/a	n/a	n/a
2013	Mar 10, 2014	$908M	$872M	9	3	n/a	n/a	n/a
2012	Mar 25, 2013	$735M	$707M	9	3	n/a	n/a	n/a
2011	Mar 30, 2012	$740M	$718M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.1B	$901M	22.3%	$825M	10.1%	9	9	0	0

Relationships

Registered with (3)

← ROBERT AUSTIN BRITTONAdvisorregistration: current employment
Dec 19, 2013 to presentfactForm ADV
← HARRISON TODD GRODNICKAdvisorregistration: current employment
Jun 29, 2004 to presentfactForm ADV
← PHILLIP WARREN GRODNICKAdvisorregistration: current employment
Jun 29, 2004 to presentfactForm ADV

Controls (3)

← GRODNICK, HARRISON, TODDOwnerCHIEF OPERATING OFFICER, ownership code E, individual
Mar 30, 2012 to Sep 3, 2024factForm ADV
← GRODNICK, PHILLIP, WARRENOwnerCHIEF EXECUTIVE OFFICER, ownership code B, individual
Mar 30, 2012 to Sep 3, 2024factForm ADV
← BRITTON, ROBERT, AUSTINOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 30, 2012 to Sep 3, 2024factForm ADV

Dated events

Occurred
Mar 23, 2018
Regulatory AUM changed
Minneapolis Portfolio Management Group, Llc reported RAUM $1.1B, up 32% from $812.6M (2017-03-23 to 2018-03-23)
Form ADVobserved 5 days ago
$256M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c07f7bfb-59fc-1b6e-fbeb-45ce4ebe9b7d
First observed: Mar 30, 2012
Last observed: Mar 10, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

CRD 129963

WAYZATA, MN

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c07f7bfb-59fc-1b6e-fbeb-45ce4ebe9b7d

Data as of Mar 10, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 7:30 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

HARRISON TODD GRODNICK

n/a

Wayzata, MN

PHILLIP WARREN GRODNICK

n/a

Wayzata, MN

ROBERT AUSTIN BRITTON

n/a

WAYZATA, MN

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRITTON, ROBERT, AUSTIN

CHIEF COMPLIANCE OFFICER

yes

11/2011

Mar 10, 2026

GRODNICK, HARRISON, TODD

CHIEF OPERATING OFFICER

yes

12/2003

Mar 10, 2026

GRODNICK, PHILLIP, WARREN

CHIEF EXECUTIVE OFFICER

yes

12/2003

Mar 10, 2026

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 10, 2026

$1.1B

$1.0B

n/a

2024

Mar 18, 2025

$901M

$841M

n/a

2023

Mar 4, 2024

$889M

$825M

n/a

2022

Mar 21, 2023

$825M

$772M

n/a

2021

Mar 7, 2022

$1.1B

$1.0B

n/a

2020

Mar 9, 2021

$941M

$888M

n/a

2019

Mar 25, 2020

$1.1B

$982M

n/a

2018

Mar 21, 2019

$974M

$848M

n/a

2017

Mar 23, 2018

$1.1B

$884M

n/a

2016

Mar 23, 2017

$813M

$661M

n/a

2015

Mar 21, 2016

$784M

$676M

n/a

2014

Mar 13, 2015

$938M

$805M

n/a

2013

Mar 10, 2014

$908M

$872M

n/a

2012

Mar 25, 2013

$735M

$707M

n/a

2011

Mar 30, 2012

$740M

$718M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$1.1B

$901M

22.3%

$825M

10.1%