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MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD 129963File 801-62669
APPROVED
Retail clients
Custody
Filing as of Mar 10, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.10B
Above cohort median (national)
Discretionary AUM
$1.03B
Non-discretionary $71.9M
Clients
1,830
1,830 accounts
Employees
9
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jan 14, 2004
- Principal office
- 3620 COUNTY ROAD 101 S., WAYZATA, MN, 55391
- Phone
- (612) 334-2000
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.10B
- Discretionary AUM
- $1.03B
- Non-discretionary AUM
- $71.9M
- Discretionary accounts
- 1,580
- Non-discretionary accounts
- 250
- Total accounts
- 1,830
- AUM per client
- $602K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 15 | $27.3M |
| Charitable organizations | 16 | $67.2M |
| High net worth individuals | 603 | $697.8M |
| Pension and profit sharing plans | 67 | $50.4M |
| Individuals (other than high net worth individuals) | 1,129 | $258.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- 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
- No
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.