PPrivate Fund Data Log in Join · $37/mo

Accredited Investors Inc

● SEC registered since 1989CRD 105439SEC# 801-33659Edina, MN
Export (members)
Reg. AUM
$3.72B
Employees
54
Accounts
4,848
Location
Edina, MN

Accredited Investors Inc assets under management

Accredited Investors Inc is a registered investment adviser overseen by the SEC based in Edina, MN. The firm has been registered since 1989. It reports $3.7 billion in regulatory assets under management and employs 54 people.

Accredited Investors Inc owners & executives

13 reported
NameTitleOwnershipSince
Brandon Richard JonesShareholder5-10%2021
Brian Gregory Martin ControlManaging Partner And Officer/Shareholder/Director10-25%2017
Jacob Wolkowitz ControlChief Investment Officer/Shareholder5-10%2017
See all 13 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Accredited Investors Inc manage?

Accredited Investors Inc reports $3.7 billion in regulatory assets under management on its Form ADV.

How many employees does Accredited Investors Inc have?

Accredited Investors Inc reports 54 employees.

Where is Accredited Investors Inc located?

Accredited Investors Inc is based in Edina, MN and has been SEC-registered since 1989.

Does Accredited Investors Inc disclose fund performance?

Accredited Investors Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address5200 West 73rd Street, Edina, MN 55439-2204
Phone952-841-2222
Fax952-841-2223
Office hours8:00 a.m. To 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK1518364
Discloses disciplinary historyNo

Assets under management

Discretionary$3.4B
Non-discretionary$312.4M
Total (RAUM)$3.72B