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Murphy Pohlad Asset Management LLC
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CRD # | 109973 |
SEC # | 801-57329 |
CIK # | 0001569148 |
AUM | $560.8 MM (2024-01-31) |
Employees | 9 (100% Investors, 0% Brokers) |
Phone | 952-948-2300 |
Address | 6385 Old Shady Oak Road Eden Prairie, MN 55344 |
Source | [IAPD] [EDGAR] [Website] |
Total AUM ($MM) |
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Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
---|---|---|---|
TRV | 40,186.3 | 7.4 | |
COP | 123,162.3 | 7.1 | |
MSFT | 1,918,222.4 | 6.4 | |
PG | 338,108.9 | 5.7 | |
MDT | 118,520.9 | 5.5 | |
CMCSA | 175,303.0 | 5.2 | |
INTC | 154,482.4 | 5.2 | |
SLB | 52,255.6 | 4.7 | |
ALV | 6,715.9 | 4.6 | |
CTVA | 39,275.2 | 4.5 | |
View All |
Holdings by Sector ($MM) |
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AUM Breakdown | Accounts | AUM ($MM) |
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By Client Type | ||
(a) Individuals (other than high net worth individuals) | 35 | 8.8 |
(b) Individuals (high net worth individuals) | 257 | 533.0 |
(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 | 0 | 17.3 |
(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 | 1.6 |
(n) Other | 0 | 0.0 |
Total | 297 | 560.8 |
By Discretionary | ||
Discretionary | 296 | 559.7 |
Non-Discretionary | 1 | 1.1 |
Total | 297 | 560.8 |
By Non-United States Persons | ||
Non-United States Persons | 0.0 | |
United States Persons | 560.8 | |
Total | 297 | 560.8 |
EDGAR Form | CIK | 2011 - 2024 |
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13F-HR | [0001569148] |
Comparable Firms | State | AUM ($BB) |
---|---|---|
Schiavi & Company LLC
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|
DE | 0.6 |
Moller Wealth Partners Inc
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|
IL | 0.6 |
John W Brooker & Co CPAS PC
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|
CA | 0.6 |
Financial Directions LLC
✚
|
AZ | 0.6 |
Epsilon Financial Group Inc
✚
|
CA | 0.6 |
Tranquility Partners LLC
✚
|
TN | 0.6 |
Goldstone Financial Group LLC
✚
|
IL | 0.6 |
Blue Oak Capital LLC
✚
|
CA | 0.6 |
Walled Lake Planning & Wealth Management LLC
✚
|
IL | 0.6 |
Action Point Financial Planning LLC
✚
|
MI | 0.6 |