MINNEAPOLIS, MNCRD 105725Latest ADV March 20, 2026
Sit Investment Associates, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 20, 2026, reports $3.5B in regulatory assets under management, 73 employees, and 80 accounts.
Assets Under Management
$3.5B
Employees
73
Offices
--
Total Clients
44
Primary office
MINNEAPOLIS, MN
3300 IDS CENTER, 80 SOUTH EIGHTH STREET, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 38.6% of total clients.
Top client categories% of clientsClients
1
HNWI
38.6%
17
2
Investment Cos.
31.8%
14
3
Pooled Investment Vehicles
18.2%
8
4
Charitable
11.4%
5
Categories with <5 clients
Banking or thrift institutions<5 clients
Corporations or other businesses not listed above<5 clients
Other categories<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$3.5Bas of March 20, 2026
Discretionary100.0%
$3.5B
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$3.5B
Total Accounts80
10Y AUM Change$-566M (-13.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees73
Clients per Employee1:1
10Y Employee Change-2 (-2.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.