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DEVENIR INVESTMENT ADVISORS, LLC
CRD 132824File 801-69108
APPROVED
Filing as of Mar 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$12.99B
Top 10% of cohort (national)
Discretionary AUM
$0
Non-discretionary $12.99B
Clients
44
44 accounts
Employees
11
Top 10% of cohort in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 22, 2008
- Principal office
- 8500 NORMANDALE LAKE BLVD, SUITE 955, BLOOMINGTON, MN, 55437
- Phone
- 952-446-7400
- Website
- HTTP://WWW.DEVENIR.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $12.99B
- Discretionary AUM
- $0
- Non-discretionary AUM
- $12.99B
- Discretionary accounts
- 0
- Non-discretionary accounts
- 44
- Total accounts
- 44
- AUM per client
- $295.3M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Insurance companies | 4 | $195.0M |
| Banking or thrift institutions | 40 | $12.80B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 48 | 44 | decreased by4 |
| Apr 1, 2026 | AUM | $12,039,939,835 | $12,992,592,090 | increased by$952,652,255 |
| Apr 1, 2026 | Accounts | 48 | 44 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 10 | 11 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 51 | 48 | decreased by3 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $10,800,000,000 | $12,039,939,835 | increased by$1,239,939,835 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 51 | 48 | decreased by3 |
| Apr 1, 2022 | AUM | $7,800,000,000 | $10,800,000,000 | increased by$3,000,000,000 |
| 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 “DEVENIR INVESTMENT” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“DEVENIR 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.