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M•••••• F•••••••• P••••••• INVESTMENTS, INC., CRD 173790
ST. CLOUD, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| T••••• D••••• S• H•••••• | n/a | ST. CLOUD, MN | 11 | 21 | 1 | no |
| J••• D•••••• G•••••• | n/a | ST. CLOUD, MN | 11 | 16 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| G••••••• J•••• D•••••• | CHIEF COMPLIANCE OFFICER | Na | yes | 01/2024 | Feb 1, 2024 | Nov 4, 2024 |
| S• H••••••• T•••••• D••••• | Trustee | E | yes | 02/2018 | Nov 24, 2014 | Nov 4, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| M•••••• F•••••••• P•••••••• I••• | n/a | n/a | n/a | N | yes | n/a |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 |
| 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 | 1 | 0 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $1.5B | $1.3B | 20.0% | $874M | 20.2% | 30 | 28 | 0 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| V••• F•••••••• A•••••••• I••• | 2 | Dec 31, 2017 | Jan 6, 2015 | ST CLOUD, MN | Team lift out | Other | 0.2% |
| no |
| J•••• W••••• S•••••• | n/a | ST. CLOUD, MN | 11 | 15 | 1 | no |
| H••••• H••••• H••••••••• | n/a | Saint Could, MN | 9 | 11 | n/a | no |
| M••• P••••• B•••• | n/a | ST. CLOUD, MN | 5 | 11 | n/a | no |
| B••••••• J••••••• C•••• | n/a | Sarasota, FL | ST. CLOUD, MN | 2 | 10 | n/a | no |
| T•••• L•• R•••• | n/a | ST. CLOUD, MN | 2 | 16 | n/a | no |
| J•••••• L••• G•••••• | n/a | ST. CLOUD, MN | 2 | 19 | 3 | no |
| N••••• L••• G••••••••• | n/a | ST. CLOUD, MN | 2 | 13 | n/a | no |
| President |
| Na |
| yes |
| 12/2014 |
| Nov 24, 2014 |
| Nov 4, 2024 |
| T••••• D• S•• H•••••• R•••••••• T•••• | MANAGING MEMBER | E | yes | 03/2018 | Oct 7, 2021 | Nov 4, 2024 |
| $1.5B |
| $1.5B |
| 30 |
| 9 |
| 0 |
| n/a |
| n/a |
| 2024 | Feb 26, 2025 | $1.3B | $1.2B | 28 | 9 | 0 | n/a | n/a |
| 2023 | Feb 1, 2024 | $1.1B | $1.1B | 26 | 6 | 0 | n/a | n/a |
| 2022 | Mar 8, 2023 | $874M | $843M | 24 | 6 | 0 | n/a | n/a |
| 2021 | Mar 11, 2022 | $983M | $953M | 24 | 6 | 0 | n/a | n/a |
| 2020 | Mar 10, 2021 | $779M | $748M | 17 | 7 | 0 | n/a | n/a |
| 2019 | Jan 24, 2020 | $628M | $530M | 17 | 5 | 0 | n/a | n/a |
| 2018 | Mar 11, 2019 | $492M | $414M | 16 | 5 | 0 | n/a | n/a |
| 2017 | Feb 8, 2018 | $469M | $385M | 16 | 5 | 0 | n/a | n/a |
| 2016 | Mar 1, 2017 | $365M | $306M | 15 | 4 | n/a | n/a | n/a |
| 2015 | Feb 10, 2016 | $267M | $233M | 14 | 4 | n/a | n/a | n/a |
| 2014 | Jan 9, 2015 | $0 | $0 | 5 | 4 | n/a | n/a | n/a |