Disciplined Growth Investors Inc

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Disciplined Growth Investors Inc
CRD #106746
SEC #801-53297
CIK #0001050442
AUM 5,482.2 M (2026-03-27)
Employees 21 (48% Investors, 48% Brokers)
Fees
Minimum
Phone612-317-4100
Address150 South Fifth Street
Minneapolis, MN 55402-1227
Source [IAPD] [EDGAR] [Website]
Total AUM ($B)
7.56.04.53.01.50.01999200820172027
Fees and Compensation — Form ADV Part 2A (3/27/2026) [Brochure]
ITEM 5: FEES AND COMPENSATION

LIMITED NEGOTIABILITY OF ADVISORY FEES
Although Disciplined Growth Investors Inc. has established the aforementioned fee schedules; we retain the discretion to negotiate
alternative fees based on client circumstances and needs. These include the complexity of the client’s financial situation, assets
under management, anticipated future additional assets, related accounts, portfolio style, account composition and reports, among
other factors. The specific annual fee schedule will be identified in the contract between Disciplined Growth Investors, Inc. and each
client. Clauses governing future contracts with other clients will not be accepted. Discounts not generally available to our advisory
clients are offered to family members and friends of associated persons of our firm.

GENERAL FEE INFORMATION
TERMINATION OF ADVISORY RELATIONSHIP
A client agreement can be canceled at any time, by either party, for any reason upon receipt of 30 days written notice or as guided
by contract terms. As disclosed above, certain fees are paid in advance of services provided. Upon termination of any account, any
prepaid, unearned fees will be promptly refunded. In calculating a client’s reimbursement of fees, we will pro rate the reimbursement
according to the number of days remaining in the billing period.

MUTUAL FUND FEES
All fees paid to Disciplined Growth Investors Inc. for investment advisory services are separate and distinct from the fees and
expenses charged by mutual funds and/or ETFs held in our clients’ portfolios. These fees and expenses are described in each
fund's prospectus; they will generally include a management fee, other fund expenses and where applicable a distribution fee. If the
fund also imposes sales charges, a client will pay an initial or deferred sales charge. A client could invest in a mutual fund directly,
without our services. In that case the client would not receive the services provided by our firm which are designed, among other
things, to assist the client in determining which mutual fund or funds are most appropriate to each client's financial goals and
objectives. Accordingly, the client should review both the fees charged by the funds to properly evaluate the advisory services being
provided.

ADDITIONAL FEES AND EXPENSES
In addition to our advisory fees, clients are also responsible for the fees and expenses charged by custodians and imposed by broker
dealers, including, but not limited to, any transaction charges imposed by a broker dealer when we effect transactions for the client's
account(s). Please refer to the "Brokerage Practices" section (Item 12) of this Firm Brochure for additional information.

GRANDFATHERING OF MINIMUM ACCOUNT REQUIREMENTS
Pre-existing advisory clients are subject to Disciplined Growth Investors Inc.'s minimum account requirements and advisory fees in
effect at the time the client entered into the advisory relationship. Therefore, our firm's minimum account requirements will differ
among clients.

ADVISORY FEES IN GENERAL
Clients should note that similar advisory services might be available from other registered or unregistered investment advisers for
similar or lower fees.

LIMITED PREPAYMENT OF FEES
Under no circumstances do we require or solicit payment of fees in excess of $1,200 more than six months in advance of services
rendered.

FORM ADV PART 2A / 3.27.2026                                                                                               DGINV.COM
Account Minimums and Types of Clients — Form ADV Part 2A (3/27/2026) [Brochure]
ITEM 7: TYPES OF CLIENTS

Disciplined Growth Investors Inc. provides advisory services to the following types of clients:

        Individuals (other than high net worth individuals)
        High net worth individuals
        Pension and profit-sharing plans (other than plan participants)
        Registered Investment Companies
        Other pooled investment vehicles
        Charitable organizations
        Corporations or other businesses not listed above
        State or municipal government entities
        General portfolios of mutual insurance companies
        As previously disclosed in Item 5, our firm has established certain initial minimum account requirements, based on the
         nature of the service(s) being provided. For a more detailed understanding of those requirements, please review the
         disclosures provided in each applicable service.

FORM ADV PART 2A / 3.27.2026                                                                                       DGINV.COM
CIK Period
0001050442
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
Alarmcom Holdings Inc 0.1
Align Technology Inc 0.1
Super Micro Computer Inc 0.1
Generac Holdings Inc 0.1
Snap-On Inc 0.1
Power Integrations Inc 0.1
Gentex Corp 0.1
Zeta Global Holdings Corp 0.1
Core Laboratories Inc /DE/ 0.1
Microchip Technology Inc 0.1
Dolby Laboratories Inc 0.1
Autodesk Inc 0.1
Stitch Fix Inc 0.1
IPG Photonics Corp 0.1
Take Two Interactive Software Inc 0.1
Floor & Decor Holdings Inc 0.1
Gartner Inc 0.1
Celsius Holdings Inc 0.1
 
 
 
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Type Form D Funds Date Sold AUM
HF The Outlier Fund LP [2024-03-29] 32.8 M 45.8 M
Filed 2025-04-22 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Remaining Indefinite · Duration More than one year · Net Assets Not Applicable
HF Compass Investors LP [2012-03-30] 62.6 M 644.2 M
Offered $250,000,000 · Filed 2026-02-05 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining $187,374,373 · Duration More than one year · Revenue Decline to Disclose
Other Navigator Investors LP [2012-03-30] 91.8 M 347.5 M
Filed 2025-06-23 (D/A) · Exemption 506(b), 3(c), 3(c)(1) · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
AUM Breakdown Accounts AUM ($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 Executive Officer 7 2
Ricki Martin Executive Officer 1 1
Disciplined Growth Investors Promoter 1 1
Disciplined Growth Investors Inc Director 1 1
Nick Iselin Promoter 1 1
EDGAR Form CIK 2011 - 2026
13F-HR [0001050442]
SC 13G [0001050442]
Form 13D/13G Filer Form 13D/13G Subject Filed
Disciplined Growth Investors Inc /MN Kornit Digital Ltd [2026-02-17]
Disciplined Growth Investors Inc /MN Ziprecruiter Inc [2025-08-14]
Disciplined Growth Investors Inc /MN Myriad Genetics Inc [2025-05-15]
Disciplined Growth Investors Inc /MN Core Laboratories Inc /DE/ [2024-11-14]
Disciplined Growth Investors Inc /MN Alarmcom Holdings Inc [2024-11-14]
Disciplined Growth Investors Inc /MN Powerfleet Inc [2024-11-14]
Disciplined Growth Investors Inc /MN Proto Labs Inc [2022-02-15]
Disciplined Growth Investors Inc /MN Mix Telematics Ltd [2021-02-16]
Disciplined Growth Investors Inc /MN Stitch Fix Inc [2021-02-16]
Disciplined Growth Investors Inc /MN Plantronics Inc /CA/ [2021-02-16]
View All
Firm Profile (Form ADV)
Discretionary AUM$1.5B
ServesInstitutional, Retail
Fund TypesHedge Fund
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