Adviser Profile

As of Date 06/25/2026
Registration SEC, Approved, 07/24/2019
ADV Location MINNEAPOLIS, MN, United States
Contact Info (61 xxxxxxx
Websites
AUM* 6,835,173,774 11%
of that, discretionary 6,788,190,138 11%
Number of Employees 119 -27%
of those in investment advisory functions 119 -27%
Private Fund GAV* 0
Avg Account Size 268,943 24%
% High Net Worth 10.05% -30%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

7B 6B 5B 4B 3B 2B 970M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser HORIZON INVESTMENT SERVICES, LLC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM363.8m #Funds-
Adviser BEACON GLOBAL ADVISOR NETWORK, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM745.1m #Funds-
Adviser CROSSPOINT FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM157.1m #Funds-
Adviser FINANCIAL PARTNERS GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser NEW HARBOR FINANCIAL GROUP, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM820.9m #Funds-
Adviser CAPITA FINANCIAL NETWORK, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.3b #Funds-
Adviser ARAX ADVISORY PARTNERS Hedge Fund- Liquidity Fund- Private Equity Fund329.8m Real Estate Fund1.8m Securitized Asset Fund- Venture Capital Fund- Other Fund239.7m Total Private Fund GAV571.3m AUM23.2b #Funds17
Adviser FLORIAN FINANCIAL GROUP LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM215.0m #Funds-
Adviser EVEXIA WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM386.1m #Funds-
Adviser IGNITE PLANNERS LLC Hedge Fund22.5m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV22.5m AUM1.1b #Funds2

Brochure Summary