MINNEAPOLIS, MNCRD 141203Latest ADV February 4, 2026
Nepsis, 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 February 4, 2026, reports $345M in regulatory assets under management, 37 employees, 3 offices, and 1,267 accounts.
Assets Under Management
$345M
Employees
37
Offices
3 offices
Total Clients
590
Primary office
MINNEAPOLIS, MN
TWO MERIDIAN CROSSINGS, SUITE 400, MINNEAPOLIS, MN, United States
Top client segmentIndividuals represent 83.7% of total clients.
Top client categories% of clientsClients
1
Individuals
83.7%
494
2
HNWI
16.3%
96
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$345Mas of February 4, 2026
Discretionary100.0%
$345M
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$345M
Total Accounts1,267
10Y AUM Change+$74M (+27.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees37
Clients per Employee16:1
10Y Employee Change+33 (+825.0%)
* 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.