Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 04/22/2008
ADV Location BLOOMINGTON, MN, United States
Contact Info 952 xxxxxxx
Websites
AUM* 12,992,592,090 19%
of that, discretionary 0
Number of Employees 11
of those in investment advisory functions 3 -40%
Private Fund GAV* 0
Avg Account Size 295,286,184 41%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Insurance companies

Advisory Activities

- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

13B 11B 9B 7B 6B 4B 2B
2015 2016 2017 2018 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 OLD MUTUAL CUSTOMISED SOLUTIONS (PTY) LIMITED Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM229.5m #Funds-
Adviser SAGOL ADVISORS LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM34.3m #Funds-
Adviser AOT INVEST LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM93.9m #Funds-
Adviser GURUFOCUS INVESTMENTS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM35.8m #Funds-
Adviser LENS INVESTMENTS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM6.5m #Funds-
Adviser ORMONDE INVESTMENT MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM105.3m #Funds-
Adviser KEATING FINANCIAL ADVISORY SERVICES Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.5b #Funds-
Adviser PROVENANCE WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM4.4b #Funds-
Adviser GRAYSCALE ADVISORS Hedge Fund13.1m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV13.1m AUM60.6m #Funds6
Adviser ASCO FINANCIAL GROUP, INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM173.2m #Funds-

Brochure Summary