True Vision MN LLC

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Assets, Funds, Holdings

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True Vision MN LLC
CRD #322783
SEC #801-126424
CIK #0002013460
AUM $200.0 MM (2024-07-29)
Employees 6 (50% Investors, 17% Brokers)
Phone612-256-2208
Address7616 Currell Boulevard
Woodbury, MN 55125
Source [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook]
Total AUM ($MM)
2502001501005002009201420192025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
GGG 10,096.1 2.2
UNP 133,995.4 1.3
AAPL 2,382,844.0 1.2
 
 
 
 
 
 
 
 
Holdings by Sector ($MM)
16012896643202023202320242025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 298 101.0
(b) Individuals (high net worth individuals) 56 98.8
(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 0 0.3
(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 1,022 200.0
By Discretionary
Discretionary 1,022 200.0
Non-Discretionary 0 0.0
Total 1,022 200.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 200.0
Total 1,022 200.0
EDGAR Form CIK 2011 - 2024
13F-HR [0002013460]
Comparable Firms State AUM ($BB)
Banyan Capital Management Inc
GA 0.2
Great Northern Asset Management LLC
WA 0.2
Firstrust LLC
FL 0.2
Eltekon Advisors LLC
TX 0.2
IFS Group LLC
PA 0.2
Union Heritage Capital
MI 0.2
Constitution Capital LLC
CT 0.2
The Aranda Group Advisors LLC
PA 0.2
Wolman Wealth Management Inc
CA 0.2
Schlindwein Associates LLC
TX 0.2
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