PACK PRIVATE WEALTH, LLC
Adviser information for PACK PRIVATE WEALTH, LLC last updated from Form ADV on March 14th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Limited Liability Company |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Minnesota, United States |
Employees
Total Number of Employees | 3 |
---|---|
Investment Advisory/Research | 2 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 2 |
Licensed Agents of an Insurance Company | 1 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 328 | $241.2M |
Non-Discretionary | 0 | $0 |
Total | 328 | $241.2M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 22 | $7.0M |
HNW Individuals | 82 | $205.4M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 0 | $0 |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 12 | $28.8M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 11-25 |
Services
Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting services |
---|---|
Compensation | % of AUMFixed fees |
Other Business Activities | Insurance broker or agent |
Principal Office
1905 WAYZATA BLVD.SUITE 320
WAYZATA
MN
United States
Monday - Friday, 8:30AM - 5:00PM
Tel: (952) 563-9811, Fax: None
Chief Compliance Officer
DEREK J. SWEDBERG
PRINCIPAL
1905 WAYZATA BLVD.
SUITE 320
WAYZATA
MN
United States
Tel:
(952) 563-9811
D****@*********M
(Full email address available in API data)
Industry Affiliates
PACK PRIVATE CAPITAL, LLC | Sponsor, GP, manager of pooled investment vehicles |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
SWEDBERG, DEREK, JOEL | Individual | – | MANAGING MEMBER / PRINCIPAL AND CHIEF COMPLIANCE OFFICER | 09/2020 | > 75% |
Lennartson, Jason, David | Individual | – | DIRECTOR OF OPERATIONS | 10/2020 | < 5% |
Mahoney, Caitlin, Quinn | Individual | – | DIRECTOR OF CLIENT RELATIONS | 11/2020 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 2nd, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ALPHABET INC | CAP STK CL C | 440K | 2K | – |
AMAZON COM INC | COM | 537K | 3K | – |
APPLE INC | COM | 569K | 3K | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 456K | 1K | – |
BLACKSTONE INC | COM | 248K | 2K | – |
C H ROBINSON WORLDWIDE INC | COM NEW | 4M | 45K | – |
CLEARFIELD INC | COM | 289K | 8K | – |
ECOLAB INC | COM | 206K | 866 | – |
ELI LILLY & CO | COM | 203K | 224 | – |
GRACO INC | COM | 12M | 154K | – |
ISHARES TR | MSCI EMG MKT ETF | 2M | 45K | – |
ISHARES TR | RUS 1000 GRW ETF | 531K | 1K | – |
ISHARES TR | CORE S&P SCP ETF | 10M | 93K | – |
ISHARES TR | RUS MD CP GR ETF | 997K | 9K | – |
ISHARES TR | MSCI INDIA ETF | 348K | 6K | – |
ISHARES TR | CORE MSCI EAFE | 4M | 54K | – |
ISHARES TR | RUS MID CAP ETF | 310K | 4K | – |
ISHARES TR | ISHARES BIOTECH | 222K | 2K | – |
ISHARES TR | S&P 500 VAL ETF | 1M | 6K | – |
ISHARES TR | S&P 500 GRWT ETF | 2M | 17K | – |
ISHARES TR | CORE S&P500 ETF | 30M | 54K | – |
ISHARES TR | CORE S&P MCP ETF | 16M | 269K | – |
ISHARES TR | MSCI EAFE ETF | 247K | 3K | – |
ISHARES TR | RUS 1000 ETF | 527K | 2K | – |
ISHARES TR | RUS 1000 VAL ETF | 321K | 2K | – |
META PLATFORMS INC | CL A | 289K | 574 | – |
MICROSOFT CORP | COM | 220K | 493 | – |
OCCIDENTAL PETE CORP | COM | 251K | 4K | – |
OLD NATL BANCORP IND | COM | 225K | 13K | – |
ROYALTY PHARMA PLC | SHS CLASS A | 459K | 17K | – |
SIRIUS XM HOLDINGS INC | COM | 53K | 19K | – |
SPDR INDEX SHS FDS | GLB NAT RESRCE | 7M | 127K | – |
SYNTAX ETF TR | STRATIFIED SMCP | 353K | 8K | – |
UNDER ARMOUR INC | CL C | 67K | 10K | – |
UNITEDHEALTH GROUP INC | COM | 4M | 7K | – |
VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 837K | 8K | – |
VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | 421K | 4K | – |
VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 338K | 7K | – |
VANGUARD INDEX FDS | REAL ESTATE ETF | 7M | 81K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 3M | 6K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 18M | 419K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 32M | 644K | – |
VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 296K | 5K | – |