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Institutional manager in Minnesota

Institutional manager· Oakdale, MN
Institutional managerprobable
No date on record · this record
Advisory clients on the tape
1
Schedule C, ACFR
Public-system clients
0
ACFR and seeds
ADV institutional clients
305
filed Jan 19, 2024
ADV institutional RAUM
$209M
pension, government, charity, insurance, sovereign
ADV discretionary RAUM
$16B
Item 5.F
Classification basis: Form ADV 5.G(6) pension consulting; institutional RAUM share 0.01; discretionary RAUM $16B. An OCIO holds discretion over at least $5B of institutional assets; a consultant advises.
Advisory clients
1 allocator
Schedule C rows
1 row, $27,500 direct compensation as filed
PlanPlan yearCodesRelationship as filedDirect compensation
The Agrex, Inc. Pension Plan202227INVESTMENT ADVISOR$27,500
Form ADV readings
  • charity clients 184 Jan 19, 2024 reported
  • institutional clients 305 Jan 19, 2024 reported
  • pension plan clients 121 Jan 19, 2024 reported
  • raum discretionary $16B Jan 19, 2024 reported
  • raum institutional $209M Jan 19, 2024 reported
  • raum total $19B Jan 19, 2024 reported
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