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DGV SOLUTIONS LP
CRD 174379File 801-101488
APPROVED
Custody
Filing as of Mar 12, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$944.4M
Above cohort median (national)
Discretionary AUM
$722.0M
Non-discretionary $222.5M
Clients
2
4 accounts
Employees
6
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Partnership
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jul 13, 2015
- Principal office
- 601 CARLSON PARKWAY, SUITE 875, MINNETONKA, MN, 55305
- Phone
- 612-843-4360
- Website
- HTTP://WWW.DGVLP.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $944.4M
- Discretionary AUM
- $722.0M
- Non-discretionary AUM
- $222.5M
- Discretionary accounts
- 2
- Non-discretionary accounts
- 2
- Total accounts
- 4
- AUM per client
- $472.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Charitable organizations | Fewer than 5 | $174.4M |
| Pooled investment vehicles | 2 | $770.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for pooled investment vehicles
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.