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| Disciplined Growth Investors Inc
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|---|---|
| CRD # | 106746 |
| SEC # | 801-53297 |
| CIK # | |
| AUM | 5,482.2 M (2026-03-27) |
| Employees | 21 (48% Investors, 48% Brokers) |
| Fees | |
| Minimum | |
| Phone | 612-317-4100 |
| Address | 150 South Fifth Street Minneapolis, MN 55402-1227 |
| Source | [IAPD] [Website] |
| Total AUM ($B) |
|---|
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $1.5B |
| Serves | Institutional, Retail |
| Fund Types | Hedge Fund |
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