PrairieView Partners LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
Message
Happy Holidays!! thanks for using AUM13F!!
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
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
CIK Period
0001726673
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
Genworth Financial Inc 0.0
Shopify Inc 0.0
Linde PLC 0.0
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Prev | Page 1 | Next
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 171 75.7
(b) Individuals (high net worth individuals) 311 1,019.2
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 462 1,094.9
By Discretionary
Discretionary 461 1,085.7
Non-Discretionary 1 9.2
Total 462 1,094.9
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,094.9
Total 462 1,094.9
EDGAR Form CIK 2011 - 2025
13F-HR [0001726673]
Comparable Firms State AUM ($B)
Rappaport Reiches Capital Management LLC
IL 1.1
ARIS Investing LLC
IL 1.1
Titan Global Capital Management USA LLC
NY 1.1
Jacobs & Company LLC
CA 1.1
James J Burns & Company LLC
NY 1.1
Galilei Investment Office LLP
1.1
Paul R RIED Financial Group LLC
WA 1.1
SOA Wealth Advisors LLC
NY 1.1
Cabot Wealth Management
MA 1.1
Iron Gate Global Advisors LLC
UT 1.1
Terms | Privacy | Guide
tony@aum13f.com