PrairieView Partners LLC

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Assets, Funds, Holdings

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PrairieView Partners LLC
CRD #145743
SEC #801-68588
CIK #0001726673
AUM $1.1 B (2025-02-26)
Employees 21 (71% Investors, 0% Brokers)
Phone651-233-1100
Address2250 Town Square Tower
St Paul, MN 55101
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($M)
110088066044022002006201220192026
Sector Form 13F Holdings Value ($M)
Sempra Energy 0.0
Kroger Co 0.0
Eaton Corp Ltd 0.0
Tractor Supply Co /DE/ 0.0
Constellation Energy Corp 0.0
Gibraltar Industries Inc 0.0
Darden Restaurants Inc 0.0
Bank of America Corp /DE/ 0.0
Conocophillips 0.0
MetLife Inc 0.0
View All
Holdings by Sector ($M)
80064048032016002016201920222026
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 171 75.7
(b) Individuals (high net worth individuals) 311 1,019.2
(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 462 1,094.9
By Discretionary
Discretionary 461 1,085.7
Non-Discretionary 1 9.2
Total 462 1,094.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,094.9
Total 462 1,094.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001726673]
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