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⚲
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| Nicollet Investment Management Inc
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|
|---|---|
| CRD # | 109401 |
| SEC # | 801-57282 |
| CIK # | 0001729048 |
| AUM | $384.3 MM (2023-03-06) |
| Employees | 9 (56% Investors, 0% Brokers) |
| Phone | 612-915-3033 |
| Address | 800 Washington Avenue North Minneapolis, MN 55401 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 164 | 51.7 |
| (b) Individuals (high net worth individuals) | 139 | 329.8 |
| (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 | 4 | 0.5 |
| (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 | 1 | 0.5 |
| (n) Other | 1 | 1.8 |
| Total | 772 | 384.3 |
| By Discretionary | ||
| Discretionary | 772 | 384.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 772 | 384.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 384.3 | |
| Total | 772 | 384.3 |
| EDGAR Form | CIK | 2011 - 2023 |
|---|---|---|
| 13F-HR | [0001729048] |
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0.4 | |
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Milestone Asset Management LLC
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|
KIRR Marbach & Company LLC
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Global View Investment Advisors LLC
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