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Mairs and Power Inc
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CRD # | 110351 |
SEC # | 801-2731 |
CIK # | 0001070134 |
AUM | $11.0 BB (2024-03-28) |
Employees | 44 (43% Investors, 7% Brokers) |
Phone | 651-222-8478 |
Address | 30 E 7th Street St Paul, MN 55101-4914 |
Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
Total AUM ($BB) |
---|
Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
---|---|---|---|
MSFT | 1,918.2 | 0.9 | |
NVDA | 399.6 | 0.8 | |
GOOG | 1,482.6 | 0.5 | |
AMZN | 1,093.0 | 0.5 | |
UNH | 477.0 | 0.4 | |
JPM | 340.2 | 0.3 | |
LLY | 301.8 | 0.3 | |
TTC | 8.0 | 0.3 | |
GGG | 10.1 | 0.3 | |
FI | 0.3 | ||
View All |
Holdings by Sector ($BB) |
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Type | Form D Funds | Date | Sold ($MM) | AUM ($MM) |
---|---|---|---|---|
VC | Mairs & Power Ventures Fund I LP | [2021-06-21] | 19.2 | 19.2 |
AUM Breakdown | Accounts | AUM ($BB) |
---|---|---|
By Client Type | ||
(a) Individuals (other than high net worth individuals) | 109 | 0.1 |
(b) Individuals (high net worth individuals) | 521 | 3.2 |
(c) Banking or thrift institutions | 0 | 0.0 |
(d) Investment companies | 2 | 5.5 |
(e) Business development companies | 0 | 0.0 |
(f) Pooled investment vehicles | 1 | 0.0 |
(g) Pension and profit sharing plans | 22 | 0.5 |
(h) Charitable organizations | 42 | 0.3 |
(i) State or municipal government entities | 0 | 0.0 |
(j) Other investment advisers | 0 | 0.0 |
(k) Insurance companies | 0 | 0.1 |
(l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
(m) Corporations or other businesses not listed above | 5 | 0.0 |
(n) Other | 0 | 0.0 |
Total | 1,577 | 9.7 |
By Discretionary | ||
Discretionary | 1,532 | 9.7 |
Non-Discretionary | 45 | 0.0 |
Total | 1,577 | 9.7 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 9.7 | |
Total | 1,577 | 9.7 |
Form D Directors | # Filings | # Firms | 2011 - 2024 |
---|---|---|---|
John Bergstrom | 12 | ||
Scott Burns | 8 | ||
Elizabeth Caven | 2 | ||
M&P Ventures Fund I GP LLC | 1 | ||
Melissa Gilbertson | 1 | ||
Mairs & Power Private Capital Management LLC | 1 | ||
Robert Mairs | 1 | ||
Mark Henneman | 1 |
EDGAR Form | CIK | 2011 - 2024 |
---|---|---|
13F-HR | [0001070134] | |
SC 13G | [0001070134] |
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McQueen Financial Advisors II Inc
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|
MI | 11.6 |
Loring Wolcott & Coolidge Fiduciary Advisors LLP
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MA | 11.6 |
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OK | 11.6 |
Sammons Financial Group Asset Management LLC
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IA | 11.4 |
Tidal Investments LLC
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WI | 11.3 |
Security Investors LLC
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NY | 11.3 |
Sapient Capital LLC
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IN | 10.5 |
IndexIQ Advisors LLC
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NY | 10.4 |
Invesco Asset Management India PVT Ltd
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|
10.3 | |
Gallagher Fiduciary Advisors LLC
✚
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IL | 10.2 |