| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles e. Lucius Arizona Separate Property Revocable Trust Control | Member | 50-75% | 2023 |
| Luson Capital, LLC | Member | 10-25% | 2022 |
| Meraki Private Equity, LLC | Member | 10-25% | 2025 |
Gradient Investments, LLC reports $6.6 billion in regulatory assets under management on its Form ADV.
Gradient Investments, LLC reports 40 employees.
Gradient Investments, LLC is based in Arden Hills, MN and has been SEC-registered since 2009.
Gradient Investments, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4105 Lexington Avenue North, Suite 250, Arden Hills, MN 55126 |
| Phone | 888-824-3525 |
| Fax | 651-212-2566 |
| Office hours | 8:00 a.m. - 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | Yes |
| Discretionary | $6.56B |
| Non-discretionary | $0 |
| Total (RAUM) | $6.56B |