MINNEAPOLIS, MNCRD 162855Latest ADV March 30, 2026
Asa Managed Account Managers LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Minneapolis, MN. Its latest Form ADV filing, dated March 30, 2026, reports $1.1B in regulatory assets under management, 0 employees, 1 office, and 226 accounts.
Assets Under Management
$1.1B
Employees
—
Offices
1 office
Total Clients
225
Primary office
MINNEAPOLIS, MN
600 HIGHWAY 169 SOUTH, SUITE 1735, MINNEAPOLIS, MN, United States
Portfolio management for individuals and small businesses
Portfolio management for pooled investment vehicles
Fee models offered
3 types reported
Asset based fees
Fixed fees
Performance-based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 88.0% of total clients.
Top client categories% of clientsClients
1
HNWI
88.0%
198
2
Investment Cos.
7.1%
16
3
Charitable
4.4%
10
4
Pooled Investment Vehicles
0.4%
1
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 30, 2026
Discretionary100.0%
$1.1B
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.
Total AUM$1.1B
Total Accounts226
10Y AUM Change+$808M (+324.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees—
Clients per Employee—
10Y Employee Change-3 (-100.0%)
* 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.