MINNEAPOLIS, MNCRD 141819Latest ADV March 30, 2026
Ab Carval Investors, LP is an SEC registered investment adviser organized as a limited partnership with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 30, 2026, reports $18.4B in regulatory assets under management, 169 employees, 2 offices, and 69 accounts.
Assets Under Management
$18.4B
Employees
169
Offices
2 offices
Total Clients
69
Primary office
MINNEAPOLIS, MN
1601 UTICA AVENUE SOUTH, SUITE 1000, MINNEAPOLIS, MN, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 91.3% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
91.3%
63
2
SEPARATELY MANAGED ACCOUNTS
7.2%
5
3
Investment Cos.
1.4%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$18.4Bas of March 30, 2026
Discretionary74.8%
$13.8B
75% of total RAUM74.8%
Non-discretionary25.2%
$4.7B
25% of total RAUM25.2%
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$18.4B
Total Accounts69
10Y AUM Change+$3.1B (+20.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees169
Clients per Employee0:1
10Y Employee Change+7 (+4.3%)
* 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.