MURPHY POHLAD ASSET MANAGEMENT LLC
Adviser information for MURPHY POHLAD ASSET MANAGEMENT LLC last updated from Form ADV on January 31st, 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 | 9 |
---|---|
Investment Advisory/Research | 9 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 4 |
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 | 296 | $559.7M |
Non-Discretionary | 1 | $1.1M |
Total | 297 | $560.8M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 35 | $8.8M |
HNW Individuals | 257 | $533.0M |
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 | <5 | $17.3M |
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 | <5 | $1.6M |
Other | 0 | $0 |
Type | Number |
---|---|
No. of Non-RAUM Clients | 1 |
No. of Non-U.S. Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businesses |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
6385 OLD SHADY OAK ROADSUITE 200
EDEN PRAIRIE
MN
United States
Monday - Friday, 9:00 A.M. TO 5:00 P.M.
Tel: 952-948-2300, Fax: 952-948-2325
Websites
Chief Compliance Officer
AARON J. BANKE
PRESIDENT
6385 OLD SHADY OAK ROAD
SUITE 200
EDEN PRAIRIE
MN
United States
Tel:
952-948-2304
Fax:
952-948-2325
A*****@************M
(Full email address available in API data)
Regulatory Contact
KATHERINE M. PRASCHAK
FINANCIAL MANAGER
6385 OLD SHADY OAK ROAD
SUITE 200
EDEN PRAIRIE
MN
United States
Tel:
952-948-2308
Fax:
952-948-2325
K********@************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
MURPHY, JOHN, MICHAEL | Individual | – | INVESTMENT ADVISER REPRESENTATIVE AND MEMBER | 01/2000 | 50-75% |
POHLAD, THOMAS, OWEN | Individual | – | TREASURER, INVESTMENT ADVISER REPRESENTATIVE AND MEMBER | 02/2002 | 25-50% |
BANKE, AARON, JEFFREY | Individual | – | CHIEF COMPLIANCE OFFICER, PRESIDENT, INVESTMENT ADVISER REPRESENTATIVE AND MEMBER | 01/2023 | 10-25% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 17th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
ABBVIE INC | COM | 304K | 2K | – |
AGNICO EAGLE MINES LTD | COM | 4M | 60K | – |
ALAMOS GOLD INC NEW | COM CL A | 2M | 136K | – |
ALPHABET INC | CAP STK CL A | 677K | 4K | – |
ALPHABET INC | CAP STK CL C | 4M | 22K | – |
AMCOR PLC | ORD | 98K | 10K | – |
AMERICAN INTL GROUP INC | COM NEW | 4M | 54K | – |
APA CORPORATION | COM | 3M | 115K | – |
APPLE INC | COM | 4M | 18K | – |
APPLIED MATLS INC | COM | 509K | 2K | – |
ARMADA HOFFLER PPTYS INC | COM | 273K | 25K | – |
AUTOLIV INC | COM | 5M | 43K | – |
BANK AMERICA CORP | COM | 3M | 71K | – |
BANK NEW YORK MELLON CORP | COM | 3M | 44K | – |
BAXTER INTL INC | COM | 462K | 14K | – |
BERKLEY W R CORP | COM | 681K | 9K | – |
BERKSHIRE HATHAWAY INC DEL | CL A | 612K | 1 | – |
BERKSHIRE HATHAWAY INC DEL | CL B NEW | 8M | 19K | – |
BORGWARNER INC | COM | 451K | 14K | – |
CAMECO CORP | COM | 4M | 74K | – |
CARDINAL HEALTH INC | COM | 1M | 12K | – |
CBOE GLOBAL MKTS INC | COM | 632K | 4K | – |
CF INDS HLDGS INC | COM | 388K | 5K | – |
CHEVRON CORP NEW | COM | 4M | 26K | – |
CISCO SYS INC | COM | 2M | 50K | – |
CITIGROUP INC | COM NEW | 4M | 56K | – |
CLEVELAND-CLIFFS INC NEW | COM | 2M | 104K | – |
CNH INDL N V | SHS | 3M | 276K | – |
CNX RES CORP | COM | 1M | 60K | – |
COCA COLA CO | COM | 894K | 14K | – |
COLGATE PALMOLIVE CO | COM | 2M | 22K | – |
COMCAST CORP NEW | CL A | 5M | 133K | – |
CONOCOPHILLIPS | COM | 7M | 62K | – |
CORTEVA INC | COM | 5M | 84K | – |
COSTCO WHSL CORP NEW | COM | 277K | 326 | – |
CUMMINS INC | COM | 2M | 8K | – |
DEVON ENERGY CORP NEW | COM | 4M | 94K | – |
DIAGEO PLC | SPON ADR NEW | 372K | 3K | – |
DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 726K | 23K | – |
DIMENSIONAL ETF TRUST | US TARGETED VLU | 773K | 15K | – |
DISNEY WALT CO | COM | 2M | 16K | – |
DOW INC | COM | 414K | 8K | – |
EMERSON ELEC CO | COM | 4M | 40K | – |
ENBRIDGE INC | COM | 224K | 6K | – |
EXXON MOBIL CORP | COM | 510K | 4K | – |
FEDERATED HERMES INC | CL B | 3M | 87K | – |
FLOWSERVE CORP | COM | 3M | 71K | – |
FREEPORT-MCMORAN INC | CL B | 1M | 23K | – |
FULLER H B CO | COM | 287K | 4K | – |
GANNETT CO INC | COM | 55K | 12K | – |
GENERAL DYNAMICS CORP | COM | 4M | 15K | – |
GENERAL MLS INC | COM | 2M | 34K | – |
HOME DEPOT INC | COM | 764K | 2K | – |
HUNTINGTON INGALLS INDS INC | COM | 2M | 9K | – |
I-80 GOLD CORP | COM | 16K | 15K | – |
ILLINOIS TOOL WKS INC | COM | 2M | 8K | – |
INGREDION INC | COM | 1M | 9K | – |
INTEL CORP | COM | 5M | 166K | – |
JOHNSON & JOHNSON | COM | 2M | 14K | – |
JPMORGAN CHASE & CO. | COM | 494K | 2K | – |
KIMBERLY-CLARK CORP | COM | 3M | 23K | – |
KIMCO RLTY CORP | COM | 4M | 188K | – |
KOPIN CORP | COM | 90K | 108K | – |
LIGHTPATH TECHNOLOGIES INC | COM CL A | 71K | 57K | – |
LOCKHEED MARTIN CORP | COM | 640K | 1K | – |
LOWES COS INC | COM | 2M | 8K | – |
MACERICH CO | COM | 2M | 111K | – |
MARSH & MCLENNAN COS INC | COM | 997K | 5K | – |
MEDTRONIC PLC | SHS | 6M | 70K | – |
MERCK & CO INC | COM | 3M | 26K | – |
MICROSOFT CORP | COM | 6M | 14K | – |
MID-AMER APT CMNTYS INC | COM | 943K | 7K | – |
MODERNA INC | COM | 238K | 2K | – |
MONDELEZ INTL INC | CL A | 1M | 20K | – |
MOSAIC CO NEW | COM | 361K | 12K | – |
NOKIA CORP | SPONSORED ADR | 3M | 678K | – |
NORFOLK SOUTHN CORP | COM | 2M | 11K | – |
NUTRIEN LTD | COM | 3M | 51K | – |
OMEGA THERAPEUTICS INC | COMMON STOCK | 34K | 17K | – |
ORASURE TECHNOLOGIES INC | COM | 361K | 85K | – |
PEPSICO INC | COM | 3M | 18K | – |
PFIZER INC | COM | 4M | 134K | – |
PHILLIPS 66 | COM | 233K | 2K | – |
PNC FINL SVCS GROUP INC | COM | 3M | 19K | – |
PROCTER AND GAMBLE CO | COM | 6M | 35K | – |
REGENERON PHARMACEUTICALS | COM | 2M | 2K | – |
RIO TINTO PLC | SPONSORED ADR | 1M | 20K | – |
SCHLUMBERGER LTD | COM STK | 5M | 99K | – |
SIGNET JEWELERS LIMITED | SHS | 2M | 28K | – |
SIMON PPTY GROUP INC NEW | COM | 689K | 5K | – |
SPDR S&P 500 ETF TR | TR UNIT | 230K | 422 | – |
TARGET CORP | COM | 4M | 29K | – |
THOR INDS INC | COM | 1M | 12K | – |
TJX COS INC NEW | COM | 780K | 7K | – |
TORO CO | COM | 935K | 10K | – |
TRANE TECHNOLOGIES PLC | SHS | 817K | 2K | – |
TRANSOCEAN LTD | REGISTERED SHS | 528K | 99K | – |
TRAVELERS COMPANIES INC | COM | 7M | 36K | – |
UNILEVER PLC | SPON ADR NEW | 829K | 15K | – |
UNION PAC CORP | COM | 5M | 20K | – |
UNITED PARCEL SERVICE INC | CL B | 4M | 27K | – |
UNITED RENTALS INC | COM | 272K | 420 | – |
UNITEDHEALTH GROUP INC | COM | 3M | 6K | – |
V F CORP | COM | 2M | 124K | – |
VANGUARD BD INDEX FDS | VANGUARD ULTRA | 241K | 5K | – |
VANGUARD INDEX FDS | VALUE ETF | 378K | 2K | – |
VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 283K | 5K | – |
VERIZON COMMUNICATIONS INC | COM | 445K | 11K | – |
WALMART INC | COM | 1M | 18K | – |
WARNER BROS DISCOVERY INC | COM SER A | 371K | 50K | – |
WELLS FARGO CO NEW | COM | 1M | 20K | – |
WEYERHAEUSER CO MTN BE | COM NEW | 511K | 18K | – |
WHITESTONE REIT | COM | 205K | 15K | – |
WILLIS TOWERS WATSON PLC LTD | SHS | 3M | 13K | – |
WINMARK CORP | COM | 353K | 1K | – |