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| Sit Investment Associates Inc
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| CRD # | 105725 |
| SEC # | 801-16350 |
| CIK # | 0000769317 |
| AUM | 3,543.1 M (2026-06-22) |
| Employees | 73 (48% Investors, 15% Brokers) |
| Phone | 612-332-3223 |
| Address | 3300 Ids Center Minneapolis, MN 55402 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| ServiceNow Inc | 0.0 | ||
| American International Group Inc | 0.0 | ||
| Genpact Ltd | 0.0 | ||
| John Hancock Investors Trust | 0.0 | ||
| Emcor Group Inc | 0.0 | ||
| TechnipFMC PLC | 0.0 | ||
| Taser International Inc | 0.0 | ||
| Autodesk Inc | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| Morgan Stanley | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| RE | Sit Fund I LLC | [2022-03-30] | 1.6 M | 2.2 M |
| Offered $1,600,000 · Filed 2022-01-07 (D) · Exemption 506(b) · Minimum $30,000 · Duration One year or less · Net Assets $1 - $5,000,000 | ||||
| Other | Sit Capital Fund LP | 2012-03-27 | 119.2 M | |
| Other | Sit Dividend Growth Fund II LLC | [2012-03-27] | 7.6 M | |
| Other | Sit Dividend Growth Fund LLC | [2012-03-27] | 12.5 M | |
| Other | Sit Global Dividend Growth Fund LLC | [2012-03-27] | 5.4 M | 23.8 M |
| Offered $100,000,000 · Filed 2011-02-08 (D) · Exemption 506 · Minimum $500,000 · Remaining $94,575,000 · Duration More than one year · Net Assets $50,000,001 - $100,000,000 | ||||
| Other | Sit Global Fund LLC | 2012-03-27 | 52.9 M | |
| Other | Sit/Kim International Fund II LLC | 2012-03-27 | 2.0 M | |
| Other | Sit/Kim International Investment LP | 2012-03-27 | 0.6 M | |
| Other | Sit Large Cap Fund LLC | 2012-03-27 | 18.6 M | |
| Other | Sit Pacific Basin Fund LLC | 2012-03-27 | 15.1 M | |
| View All | ||||
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 17 | 0.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 14 | 1.9 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 8 | 0.3 |
| (g) Pension and profit sharing plans | 0 | 0.2 |
| (h) Charitable organizations | 5 | 0.4 |
| (i) State or municipal government entities | 0 | 0.1 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.2 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.2 |
| (n) Other | 0 | 0.0 |
| Total | 80 | 3.5 |
| By Discretionary | ||
| Discretionary | 80 | 3.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 80 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 80 | 3.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Kent Johnson | Executive Officer | 28 | 2 | |
| Roger Sit | Executive Officer | 12 | 2 | |
| Tasha Murdoff | Executive Officer | 1 | 1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0000769317] | |
| 3 | [0000769317] | |
| 4 | [0000769317] | |
| SC 13D | [0000769317] | |
| SC 13G | [0000769317] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $3.6B |
| Serves | Institutional, Retail |
| Fund Types | Real Estate |
| LEI | 2549000ULJFODQ80G890 |
| Form 3/4/5 Subject | 2011 - 2026 |
|---|---|
| Amplify Commodity Trust | |
| Sit Investment Associates Inc |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Amplify Commodity Trust RISE
ETF Managers Group Commodity Trust I - Sit Rising Rate ETF
|
2020-09-28 | Sell | 61,200 | $20.02 | 1,225,224 |
|
Amplify Commodity Trust RISE
ETF Managers Group Commodity Trust I - Sit Rising Rate ETF
|
2020-09-28 | Sell | 60,000 | $20.02 | 1,201,200 |
| Related Firms | State | AUM |
|---|---|---|
|
Sit Fixed Income Advisors II LLC
✚
|
MN | 14.97 B |
|
Sit Investment Associates Inc
✚
|
MN | 3,543.1 M |
|
Sit Investment Fixed Income Advisors Inc
✚
|
MN |
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