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SIT INVESTMENT ASSOCIATES, INC
CRD 105725File 801-16350
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$3.54B
Top 25% of cohort (national)
Discretionary AUM
$3.54B
Clients
44
80 accounts
Employees
73
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Sep 18, 1981
- Principal office
- 3300 IDS CENTER, 80 SOUTH EIGHTH STREET, MINNEAPOLIS, MN, 55402
- Phone
- 612-332-3223
- Website
- HTTP://WWW.SITINVEST.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $3.54B
- Discretionary AUM
- $3.54B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 80
- Non-discretionary accounts
- 0
- Total accounts
- 80
- AUM per client
- $80.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $181.6M |
| Non-U.S. persons | Fewer than 5 | $0 |
| Insurance companies | Fewer than 5 | $188.0M |
| Investment companies | 14 | $1.90B |
| Charitable organizations | 5 | $448.7M |
| Other investment advisers | Fewer than 5 | $0 |
| High net worth individuals | 17 | $214.3M |
| Pooled investment vehicles | 8 | $341.0M |
| Banking or thrift institutions | Fewer than 5 | $0 |
| Pension and profit sharing plans | Fewer than 5 | $211.9M |
| State or municipal government entities | Fewer than 5 | $54.4M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $0 |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.