|
⚲
|
| PrairieView Partners LLC
✚
| |
|---|---|
| CRD # | 145743 |
| SEC # | 801-68588 |
| CIK # | 0001726673 |
| AUM | $949.0 MM (2024-02-16) |
| Employees | 20 (70% Investors, 0% Brokers) |
| Phone | 651-233-1100 |
| Address | 2250 Town Square Tower St Paul, MN 55101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 0.0 | |
| MMM | 74,165.4 | 0.0 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 146 | 72.0 |
| (b) Individuals (high net worth individuals) | 290 | 877.0 |
| (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 | 0.0 |
| (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 | 436 | 949.0 |
| By Discretionary | ||
| Discretionary | 435 | 941.1 |
| Non-Discretionary | 1 | 7.8 |
| Total | 436 | 949.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 949.0 | |
| Total | 436 | 949.0 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001726673] |
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|---|---|---|
|
Columbia Asset Management LLC
✚
|
MI | 1.0 |
|
Galilei Investment Office LLP
✚
|
1.0 | |
|
Fishman Jay A Ltd
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|
MI | 1.0 |
|
CS Planning Corp
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|
OR | 1.0 |
|
Waypoint Capital Advisors LLC
✚
|
MN | 0.9 |
|
Verity and Verity LLC
✚
|
SC | 0.9 |
|
Enclave Advisors LLC
✚
|
TX | 0.9 |
|
Callahan Advisors LLC
✚
|
TX | 0.9 |
|
Rappaport Reiches Capital Management LLC
✚
|
IL | 0.9 |
|
Verus Financial Partners Inc
✚
|
VA | 0.9 |