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| Disciplined Growth Investors Inc
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|---|---|
| CRD # | 106746 |
| SEC # | 801-53297 |
| CIK # | 0001050442 |
| AUM | $5.5 B (2026-03-27) |
| Employees | 21 (48% Investors, 48% Brokers) |
| Phone | 612-317-4100 |
| Address | 150 South Fifth Street Minneapolis, MN 55402-1227 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Garmin Ltd | 0.3 | ||
| Plexus Corp | 0.3 | ||
| Chesapeake Energy Corp | 0.3 | ||
| Viasat Inc | 0.3 | ||
| Arista Networks Inc | 0.2 | ||
| Cognex Corp | 0.2 | ||
| Akamai Technologies Inc | 0.2 | ||
| Semtech Corp | 0.2 | ||
| Interdigital Inc | 0.2 | ||
| Proto Labs Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold ($M) | AUM ($M) |
|---|---|---|---|---|
| HF | The Outlier Fund LP | [2024-03-29] | 32.8 | 45.8 |
| HF | Compass Investors LP | [2012-03-30] | 62.6 | 644.2 |
| Other | Navigator Investors LP | [2012-03-30] | 91.8 | 347.5 |
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 102 | 1.4 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 0.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 9 | 1.5 |
| (g) Pension and profit sharing plans | 8 | 0.4 |
| (h) Charitable organizations | 11 | 1.1 |
| (i) State or municipal government entities | 0 | 0.3 |
| (j) Other investment advisers | 0 | 0.2 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 144 | 5.5 |
| By Discretionary | ||
| Discretionary | 144 | 5.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 144 | 5.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 5.4 | |
| Total | 144 | 5.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Frederick Martin | 7 | 2 | ||
| Ricki Martin | 1 | 1 | ||
| Disciplined Growth Investors | 1 | 1 | ||
| Disciplined Growth Investors Inc | 1 | 1 | ||
| Nick Iselin | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001050442] | |
| SC 13G | [0001050442] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DePrince Race & Zollo Inc
✚
|
FL | 5.9 |
|
American Assets Investment Management LLC
✚
|
CA | 5.9 |
|
Mirae Asset Global Investments USA LLC
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NY | 5.8 |
|
Dalton Investments Inc
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|
CA | 5.7 |
|
Brave Warrior Advisors LLC
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|
NY | 5.6 |
|
Donald Smith & Co Inc
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NY | 5.6 |
|
Smead Capital Management Inc
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|
AZ | 5.5 |
|
Arena Capital Advisors LLC
✚
|
CA | 5.3 |
|
Value Partners Hong Kong Limited
✚
|
5.2 | |
|
Aliya Capital Partners LLC
✚
|
FL | 5.1 |