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SIT INVESTMENT ASSOCIATES, INC
CRD 105725File 801-16350
APPROVED
Retail clients
Custody
Filing as of Jun 22, 2026
Feed vintage Oct 1, 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 43 | 44 | increased by1 |
| Apr 1, 2026 | AUM | $3,366,400,389 | $3,543,093,715 | increased by$176,693,326 |
| Apr 1, 2026 | Accounts | 77 | 80 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 70 | 73 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 46 | 43 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $4,195,444,888 | $3,366,400,389 | decreased by$829,044,499 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 83 | 77 | decreased by6 |
| Apr 1, 2022 | Employees | 72 | 70 | decreased by2 |
| Apr 1, 2022 | Clients | 45 | 46 | increased by1 |
| Apr 1, 2022 | AUM | $3,770,455,936 | $4,195,444,888 | increased by$424,988,952 |
| Apr 1, 2022 | Accounts | 80 | 83 | increased by3 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “SIT INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“SIT INVESTMENT” may also match similarly-named firms). Confirm identity against each filing.
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.