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| Happy Holidays!! thanks for using AUM13F!! |
| Contego Capital Group Inc
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|---|---|
| CRD # | 128518 |
| SEC # | 801-113844 |
| CIK # | |
| AUM | $73.3 M (2025-03-28) |
| Employees | 6 (100% Investors, 17% Brokers) |
| Phone | 952-697-2570 |
| Address | 5354 Parkdale Drive Minneapolis, MN 55416 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 72 | 28.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 16.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 12.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 16.5 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 121 | 73.3 |
| By Discretionary | ||
| Discretionary | 121 | 73.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 121 | 73.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 73.3 | |
| Total | 121 | 73.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
North Woods Asset Management LLC
✚
|
NY | 0.1 |
|
Bridges Capital LLC
✚
|
FL | 0.1 |
|
MACE Capital Management LLC
✚
|
NY | 0.1 |
|
Aspire Private Wealth Counsel LLC
✚
|
TN | 0.1 |
|
Inukshuk Capital Management Inc
✚
|
0.1 | |
|
The Wealthplan LLC
✚
|
NY | 0.1 |
|
Watts Capital Partners LLC
✚
|
0.1 | |
|
Genesis Asset Management Group Inc
✚
|
0.1 | |
|
Redwood Advisory LLC
✚
|
NY | 0.1 |
|
Constellation Asset Management Inc
✚
|
NY | 0.1 |