Minneapolis Portfolio Management Group, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wayzata, MN. Its latest Form ADV filing, dated March 10, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 1,830 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
1,830
Primary office
WAYZATA, MN
3620 COUNTY ROAD 101 S., WAYZATA, MN, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.7% of total clients.
Top client categories% of clientsClients
1
Individuals
61.7%
1,129
2
HNWI
33.0%
603
3
Pension Plans
3.7%
67
4
Charitable
0.9%
16
5
Corporations
0.8%
15
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 10, 2026
Discretionary93.5%
$1.0B
93% of total RAUM93.5%
Non-discretionary6.5%
$72M
7% of total RAUM6.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.1B
Total Accounts1,830
10Y AUM Change+$289M (+35.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee203:1
10Y Employee Change0 (0.0%)
* 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.