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| Accredited Investors Inc
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|---|---|
| CRD # | 105439 |
| SEC # | 801-33659 |
| CIK # | 0001518364 |
| AUM | 4,412.9 M (2026-03-12) |
| Employees | 53 (8% Investors, 0% Brokers) |
| Phone | 952-841-2222 |
| Address | 5200 West 73rd Street Edina, MN 55439-2204 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| United Parcel Service Inc | 77.1 | ||
| Sezzle Inc | 56.1 | ||
| Apple Inc | 54.4 | ||
| Amazon Com Inc | 46.4 | ||
| C H Robinson Worldwide Inc | 22.0 | ||
| Roblox Corp | 21.3 | ||
| Microsoft Corp | 15.3 | ||
| Nvidia Corp | 12.0 | ||
| Alphabet Inc | 10.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 233 | 0.1 |
| (b) Individuals (high net worth individuals) | 709 | 4.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 5,077 | 4.4 |
| By Discretionary | ||
| Discretionary | 4,461 | 4.0 |
| Non-Discretionary | 616 | 0.4 |
| Total | 5,077 | 4.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 4.4 | |
| Total | 5,077 | 4.4 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001518364] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
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VA | 4,513.8 M |
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FL | 4,444.5 M |
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Applied Finance Capital Management LLC
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Beacon Investment Advisory Services Inc
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NJ | 4,442.2 M |
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Sand Hill Global Advisors LLC
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|
PCA Investment Advisory Services Inc
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OH | 4,314.3 M |
|
Pallas Capital Advisors LLC
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|
MA | 4,311.3 M |
|
New Century Advisors LLC
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|
MD | 4,308.1 M |
|
Nicolet Advisory Services LLC
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|
WI | 4,293.9 M |