DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

SEC-registered adviser

Devenir Investment Advisors, LLC

Other adviserBloomington, MinnesotaCRD 132824SEC 801-69108websiteIAPD
Latest filing Mar 25, 2026
First filing on the tape Mar 28, 2012 · 18 filings
SEC status approved since Apr 22, 2008
RAUM
$13B
reported, Item 5.F
Discretionary
0.0%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
2
registered through the firm on IAPD
RAUM per advisor
$6.5B
derived; firm RAUM over IAPD count
Employees
11
3 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
18 filings and snapshots on the tape
RAUM$13B as of Mar 25, 2026
Mar 29, 2012$305M then
HNW client RAUM: no history
State-registered IARs (5.B.3)2 as of Mar 25, 2026
Mar 29, 20120 then
Employees (5.A)11 as of Mar 25, 2026
Mar 28, 20135 then
Private funds: no history
RAUM +7.9% over the last fiscal year+11% a year over threeIARs 3 to 2
Practice profile
derived from the filing of Mar 25, 2026; every figure names its basis
RAUM per advisor
$6.5BderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$295MderivedRAUM over accounts (5.F.2.f)
Discretionary
0.0%derivedof RAUM
Institutional
1.5%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
5.5derivedItem 5.A over advisors
Advisors per office
2.0derived1 offices incl. principal (1.F.5)
RAUM growth, one year
+7.9%derivedbetween the last two annual amendments
Advisor growth, one year
-33%derivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed feesreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, selection of other advisersreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Banks and thrifts$13B98%
  • Insurance companies$195M1.5%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
44reported
Financial planning clients
0reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=0.0 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
2 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Jon Michael RobbBloomington, MnMar 20, 202016 y0
Eric John RemjeskeBloomington, MnMar 20, 202031 y1
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
none on the tape
    Joined, latest
    Every departureEvery arrival
    Private funds
    No private fund reported.
    Owners and control persons
    Schedule A and B, latest filing
    • John Eric Remjeske · President/Chief Compliance Officercontrol
      since 12/2005 · owns less than 5%
    • John Eric Remjeske · Managing Membercontrol
      since 02/2003 · owns 75% or more of Devenir Group, LLC
    Entity owners
    • Devenir Group, LLC · Member
      direct · owns 75% or more
    Related persons
    Schedule D 7.A
    No related person reported.
    Office movement
    IAPD branch city; joins and departures in 12 months
    OfficeAdvisorsJoinedLeftTeams outForming
    Bloomington, Mn · principal200
    Offices
    Schedule D 1.F, the 25 largest
    No branch office listed.
    ADV anomalies
    1 against comparable advisers; where to look, not conclusions
    • low discretionary shareStatic outlier · filing Mar 25, 2026
      discretionary share of RAUM of 0% against a peer median of 100% (134 comparable advisers, 0.0th percentile, 33.7 robust deviations)
      peers: other advisers, $5B to $20B (134) · 0.0% percentile
    How anomalies are measured
    What changed
    consecutive filings, newest first
    • Accounts · 48 to 44
      Mar 28, 2025 to Mar 25, 2026
    • Advisory employees · 5 to 3
      Mar 28, 2025 to Mar 25, 2026
    • State-registered IARs · 3 to 2
      Mar 28, 2025 to Mar 25, 2026
    • Non-discretionary RAUM · $12B to $13B
      Mar 28, 2025 to Mar 25, 2026
    • RAUM · $12B to $13B
      Mar 28, 2025 to Mar 25, 2026
    • Accounts · 52 to 48
      Mar 30, 2024 to Mar 28, 2025
    • BD registered reps · 4 to 0
      Mar 30, 2024 to Mar 28, 2025
    • Financial planning clients · 0 to 0
      Mar 30, 2024 to Mar 28, 2025
    • State-registered IARs · 4 to 3
      Mar 30, 2024 to Mar 28, 2025
    • Non-discretionary RAUM · $11B to $12B
      Mar 30, 2024 to Mar 28, 2025
    • RAUM · $11B to $12B
      Mar 30, 2024 to Mar 28, 2025
    • HQ city · MINNEAPOLIS to BLOOMINGTON
      Mar 31, 2023 to Mar 30, 2024
    • Non-discretionary RAUM · $9.6B to $11B
      Mar 31, 2023 to Mar 30, 2024
    • RAUM · $9.6B to $11B
      Mar 31, 2023 to Mar 30, 2024
    • Related broker-dealer · true to false
      Mar 31, 2023 to Mar 30, 2024
    • Accounts · 51 to 52
      Mar 29, 2022 to Mar 31, 2023
    • BD registered reps · 3 to 4
      Mar 29, 2022 to Mar 31, 2023
    • Employees · 10 to 11
      Mar 29, 2022 to Mar 31, 2023
    • State-registered IARs · 3 to 4
      Mar 29, 2022 to Mar 31, 2023
    • Non-discretionary RAUM · $11B to $9.6B
      Mar 29, 2022 to Mar 31, 2023
    • RAUM · $11B to $9.6B
      Mar 29, 2022 to Mar 31, 2023
    • Non-discretionary RAUM · $7.8B to $11B
      Mar 30, 2021 to Mar 29, 2022
    • RAUM · $7.8B to $11B
      Mar 30, 2021 to Mar 29, 2022
    • Accounts · 44 to 51
      Mar 27, 2020 to Mar 30, 2021
    • Non-discretionary RAUM · $5.6B to $7.8B
      Mar 27, 2020 to Mar 30, 2021
    • RAUM · $5.6B to $7.8B
      Mar 27, 2020 to Mar 30, 2021
    • Accounts · 40 to 44
      Jan 13, 2020 to Mar 27, 2020
    • Non-discretionary RAUM · $4.2B to $5.6B
      Jan 13, 2020 to Mar 27, 2020
    • RAUM · $4.2B to $5.6B
      Jan 13, 2020 to Mar 27, 2020
    • Other offices · 1 to 0
      Mar 27, 2019 to Jan 13, 2020
    • Accounts · 38 to 40
      Mar 30, 2018 to Mar 27, 2019
    • Non-discretionary RAUM · $3.7B to $4.2B
      Mar 30, 2018 to Mar 27, 2019
    • RAUM · $3.7B to $4.2B
      Mar 30, 2018 to Mar 27, 2019
    • Accounts · 42 to 38
      Mar 20, 2017 to Mar 30, 2018
    • Advisory activities · 3 to 2
      Mar 20, 2017 to Mar 30, 2018
    • BD registered reps · 5 to 3
      Mar 20, 2017 to Mar 30, 2018
    • Employees · 5 to 10
      Mar 20, 2017 to Mar 30, 2018
    • State-registered IARs · 5 to 3
      Mar 20, 2017 to Mar 30, 2018
    • Other offices · unset to 1.0
      Mar 20, 2017 to Mar 30, 2018
    • Non-discretionary RAUM · $2.4B to $3.7B
      Mar 20, 2017 to Mar 30, 2018
    Signals
    4 dated events
    • Devenir Investment Advisors, Llc reported RAUM $10.8B, up 38% from $7.8B (2021-03-30 to 2022-03-29)
      Mar 29, 2022 · RAUM change · derived
    • Devenir Investment Advisors, Llc reported RAUM $7.8B, up 39% from $5.6B (2020-03-27 to 2021-03-30)
      Mar 30, 2021 · RAUM change · derived
    • Devenir Investment Advisors, Llc reported RAUM $5.6B, up 33% from $4.2B (2020-01-13 to 2020-03-27)
      Mar 27, 2020 · RAUM change · derived
    • Devenir Investment Advisors, Llc reported RAUM $3.7B, up 54% from $2.4B (2017-03-20 to 2018-03-30)
      Mar 30, 2018 · RAUM change · derived
    Across DFX
    shared identifiers only, never a name match
    No identifier-backed link to the venture, private equity, family office or sponsor graphs.
    How to reach
    public business contact points only, each with its source
    Website
    DEVENIR.COMreportedpublic record, Form ADV, Sep 17, 2026
    Principal office phone
    952-446-7400reportedpublic record, Form ADV, Mar 25, 2026
    Provenance
    Form ADV
    SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
    Advisors
    IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
    Class
    Other adviserderiveda rule over Items 5.D and 7.A
    RAUM per advisor
    $6.5Bderivedfirm RAUM over the IAPD count; not a book size
    Loaded
    Sep 14, 2026