DISCIPLINED GROWTH INVESTORS INC
Adviser information for DISCIPLINED GROWTH INVESTORS INC last updated from Form ADV on March 29th, 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Minnesota, United States |
Employees
Total Number of Employees | 21 |
---|---|
Investment Advisory/Research | 10 |
Registered Broker-Dealer Representatives | 9 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 135 | $4.8B |
Non-Discretionary | 0 | $0 |
Total | 135 | $4.8B |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 95 | $1.2B |
Banking or thrift institutions | 0 | $0 |
Investment companies | 1 | $447.4M |
Business development companies | 0 | $0 |
Pooled investment vehicles | 9 | $1.0B |
Pension and profit sharing plans | 11 | $780.0M |
Charitable organizations | 9 | $886.7M |
State or municipal gov entities | <5 | $195.7M |
Other investment advisers | <5 | $121.3M |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | <5 | $68.3M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 0 |
No. of Non-U.S. Clients | 1 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMPerformance-based fees |
Other Business Activities | Registered representative of a broker-dealer |
Principal Office
150 SOUTH FIFTH STREETSUITE 2550
MINNEAPOLIS
MN
United States
Monday - Friday, 8:00AM - 4:30PM
Tel: 612-317-4100, Fax: 612-904-2546
Websites
Chief Compliance Officer
RIEKE, PETER GORDON
150 SOUTH FIFTH STREET
SUITE 2550
MINNEAPOLIS
MN
United States
Tel:
612-317-4108
Fax:
612-904-2546
P*****@********M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
COMPASS INVESTORS LP | Hedge Fund | $570.7M | $0.3M | 90 |
NAVIGATOR INVESTORS LP | LONG-ONLY PUBLIC EQUITY FUND | $280.2M | $0.1M | 100 |
THE OUTLIER FUND, L.P. | Hedge Fund | $39.5M | $0.3M | 23 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MARTIN, FREDERICK, KANE | Individual | – | FOUNDER & LEAD PORTFOLIO MANAGER | 05/2001 | 10-25% |
RIEKE, PETER, GORDON | Individual | – | CHIEF COMPLIANCE OFFICER | 10/2008 | < 5% |
MARTIN, RICKI, LEE | Individual | – | CHIEF EXECUTIVE OFFICER | 02/2017 | 10-25% |
NICOSKI, ROB, JOSEPH | Individual | – | CHIEF INVESTMENT OFFICER | 10/2022 | 25-50% |
HANSEN, NICHOLAS, GEORGE | Individual | – | LEAD PORTFOLIO MANAGER | 01/2023 | 5-10% |
LIETZKE, SHERYL, ANN | Individual | – | DIRECTOR OF CLIENT RELATIONSHIPS | 01/2022 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 15th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AKAMAI TECHNOLOGIES COM | CS | 127M | 1M | – |
ALARM COM HLDGS INC COM | CS | 172M | 3M | – |
ALIGN TECHNOLOGY INC | CS | 171M | 708K | – |
APPLE INC COM | CS | 308K | 1K | – |
ARISTA NETWORKS INC COM | CS | 211M | 603K | – |
AUTODESK INC COM | CS | 86M | 348K | – |
BROADCOM INC COM | CS | 228K | 142 | – |
CANTALOUPE INC | CS | 11M | 2M | – |
CARA THERAPEUTICS INC COM | CS | 499K | 2M | – |
CEVA INC COM | CS | 9M | 481K | – |
CHEVRON CORP NEW COM | CS | 203K | 1K | – |
COGNEX CORP COM | CS | 161M | 3M | – |
COHERUS BIOSCIENCES INC COM | CS | 2M | 1M | – |
CORE LABORATORIES INC | CS | 91M | 4M | – |
COTERRA ENERGY INC COM | CS | 135M | 5M | – |
DOLBY LABORATORIES INC COM CL | CS | 111M | 1M | – |
EGAIN CORP COM NEW | CS | 7M | 1M | – |
EVERBRIDGE INC COM | CS | 4M | 128K | – |
FLOOR & DECOR HLDGS INC CL A | CS | 112M | 1M | – |
GARMIN LTD SHS | CS | 220M | 1M | – |
GENERAC HLDGS INC COM | CS | 48M | 365K | – |
GENTEX CORP COM | CS | 144M | 4M | – |
GENTHERM INC COM | CS | 57M | 1M | – |
GEOSPACE TECHNOLOGIES CORP COM | CS | 14M | 2M | – |
GRACO INC COM | CS | 32M | 406K | – |
INMODE LTD SHS | CS | 15M | 805K | – |
INTERDIGITAL INC COM | CS | 127M | 1M | – |
INTUIT COM | CS | 128M | 195K | – |
INTUITIVE SURGICAL INC | CS | 110M | 247K | – |
IPG PHOTONICS CORP COM | CS | 41M | 491K | – |
KORNIT DIGITAL LTD SHS | CS | 30M | 2M | – |
LANDSTAR SYS INC COM | CS | 59M | 318K | – |
LGI HOMES INC COM | CS | 81M | 906K | – |
MATERIALISE NV SPONSORED ADS | CS | 8M | 2M | – |
MICROCHIP TECHNOLOGY INC. COM | CS | 159M | 2M | – |
MICROSOFT CORP COM | CS | 303K | 679 | – |
MILLERKNOLL INC COM | CS | 9M | 331K | – |
MIMEDX GROUP INC COM | CS | 2M | 353K | – |
MSC INDL DIRECT INC CL A COM | CS | 48M | 607K | – |
MYRIAD GENETICS INC COM | CS | 51M | 2M | – |
PAYCHEX INC COM | CS | 17M | 141K | – |
PLEXUS CORP COM | CS | 218M | 2M | – |
POWER INTEGRATIONS INC COM | CS | 143M | 2M | – |
POWERFLEET INC | CS | 39M | 8M | – |
PROGYNY INC COM | CS | 15M | 528K | – |
PROS HOLDINGS INC COM | CS | 15M | 523K | – |
PROTO LABS INC COM | CS | 60M | 2M | – |
PURE STORAGE INC CL A | CS | 354M | 6M | – |
ROYAL CARIBBEAN GROUP | CS | 92M | 578K | – |
SEMTECH CORP COM | CS | 75M | 2M | – |
SNAP ON INC COM | CS | 95M | 365K | – |
SOUTHWESTERN ENERGY CO COM | CS | 206M | 31M | – |
SPS COMM INC COM | CS | 32M | 169K | – |
STITCH FIX INC COM CL A | CS | 38M | 9M | – |
STONERIDGE INC COM | CS | 4M | 240K | – |
STRATEGIC ED INC COM | CS | 50M | 451K | – |
SUPER MICRO COMPUTER INC COM | CS | 830M | 1M | – |
SURMODICS INC COM | CS | 24M | 581K | – |
TAKE-TWO INTERACTIVE SOFTWARE | CS | 48M | 311K | – |
TREX CO INC COM | CS | 31M | 412K | – |
UNDER ARMOUR INC CL A | CS | 36M | 5M | – |
VALERO ENERGY CORP COM | CS | 235K | 2K | – |
VIASAT INC COM | CS | 44M | 3M | – |
VIZIO HLDG CORP CL A COM | CS | 37M | 3M | – |
ZIPRECRUITER INC CL A | CS | 9M | 990K | – |
ZUMIEZ INC COM | CS | 4M | 186K | – |