|
⚲
|
| Envoi LLC
✚
|
|
|---|---|
| CRD # | 149436 |
| SEC # | 801-69927 |
| CIK # | |
| AUM | $2.6 BB (2023-03-24) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 952-358-6260 |
| Address | 600 Highway 169 South Minneapolis, MN 55426 |
| Source | [IAPD] [Website] |
| Total AUM ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 35 | 2.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 7 | 0.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,438 | 2.6 |
| By Discretionary | ||
| Discretionary | 1,438 | 2.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,438 | 2.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.6 | |
| Total | 1,438 | 2.6 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Cardea Capital Group Inc
✚
|
GA | 2.6 |
|
Coastal Bridge Advisors LLC
✚
|
CT | 2.6 |
|
Sagewood Asset Management LP
✚
|
NY | 2.6 |
|
Johnson Sterling Inc
✚
|
AL | 2.6 |
|
Saratoga Research & Investment Management
✚
|
CA | 2.6 |
|
Wealthcare Capital Management LLC
✚
|
VA | 2.6 |
|
Oberweis Asset Management Inc
✚
|
IL | 2.6 |
|
Meyer Handelman Company LLC
✚
|
NY | 2.6 |
|
Synovus Trust Company NA
✚
|
GA | 2.5 |
|
PCA Investment Advisory Services Inc
✚
|
OH | 2.5 |