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DISCIPLINED GROWTH INVESTORS INC
CRD 106746File 801-53297
APPROVED
Retail clients
Custody
Filing as of Mar 27, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.48B
Top 25% of cohort (national)
Discretionary AUM
$5.48B
Clients
137
144 accounts
Employees
21
Top 25% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Dec 11, 1996
- Principal office
- 150 SOUTH FIFTH STREET, SUITE 2550, MINNEAPOLIS, MN, 55402-1227
- Phone
- 612-317-4100
- Website
- HTTP://WWW.DGINV.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $5.48B
- Discretionary AUM
- $5.48B
- Non-discretionary AUM
- $0
- Discretionary accounts
- 144
- Non-discretionary accounts
- 0
- Total accounts
- 144
- AUM per client
- $40.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $112.3M |
| Investment companies | 1 | $570.6M |
| Charitable organizations | 11 | $1.14B |
| Other investment advisers | Fewer than 5 | $185.5M |
| High net worth individuals | 102 | $1.40B |
| Pooled investment vehicles | 9 | $1.45B |
| Pension and profit sharing plans | 8 | $362.6M |
| State or municipal government entities | Fewer than 5 | $256.6M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Performance-based fees
- 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 | Employees | 22 | 21 | decreased by1 |
| Apr 1, 2026 | Clients | 135 | 137 | increased by2 |
| Apr 1, 2026 | AUM | $5,752,282,085 | $5,482,190,948 | decreased by$270,091,137 |
| Apr 1, 2026 | Accounts | 142 | 144 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 20 | 22 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 121 | 135 | increased by14 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $5,382,818,713 | $5,752,282,085 | increased by$369,463,372 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 132 | 142 | increased by10 |
| Apr 1, 2022 | Clients | 128 | 121 | decreased by7 |
| Apr 1, 2022 | AUM | $5,552,313,830 | $5,382,818,713 | decreased by$169,495,117 |
| Apr 1, 2022 | Accounts | 135 | 132 | decreased 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 “DISCIPLINED GROWTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DISCIPLINED GROWTH” 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.