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| Midwest Financial Partners Investments Inc
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|---|---|
| CRD # | 173790 |
| SEC # | 801-80667 |
| CIK # | 0001986049, 0001968851 |
| AUM | 1,516.5 M (2026-02-03) |
| Employees | 30 (30% Investors, 0% Brokers) |
| Phone | 320-251-3752 |
| Address | 912 West Saint Germain Street St Cloud, MN 56301 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001986049 0001968851 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 6.8 | ||
| Microsoft Corp | 4.5 | ||
| Nvidia Corp | 3.4 | ||
| Techne Corp /MN/ | 2.1 | ||
| Heico Corp | 1.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 112 | 473.6 |
| (b) Individuals (high net worth individuals) | 326 | 1,008.1 |
| (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 | 64 | 12.9 |
| (h) Charitable organizations | 16 | 17.2 |
| (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 | 13 | 4.5 |
| (n) Other | 0 | 0.0 |
| Total | 5,795 | 1,516.5 |
| By Discretionary | ||
| Discretionary | 5,790 | 1,474.1 |
| Non-Discretionary | 5 | 42.3 |
| Total | 5,795 | 1,516.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.4 | |
| United States Persons | 1,516.1 | |
| Total | 5,795 | 1,516.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001968851] | |
| D | [0001986049] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 0043656563 |
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