ALLODIUM INVESTMENT CONSULTANTS, LLC
Adviser information for ALLODIUM INVESTMENT CONSULTANTS, LLC last updated from Form ADV on March 21st, 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 | Delaware, United States |
Employees
| Total Number of Employees | 12 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 661 | $396.4M |
| Non-Discretionary | 0 | $0 |
| Total | 661 | $396.4M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 129 | $36.0M |
| HNW Individuals | 98 | $313.5M |
| 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 | 13 | $46.5M |
| 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 | $389,578 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 2 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-64508 |
|---|---|
| SEC ERA File Number | 801-64508 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 135812 |
| Legal Entity Identifier | None |
Principal Office
500 WASHINGTON AVENUE SOUTHSUITE 4400
MINNEAPOLIS
MN
United States
Monday - Friday, 8:00 AM TO 4:00 PM
Tel: 612-230-3700, Fax: 612-230-3714
Chief Compliance Officer
TYLER M. CHAPMAN
CHIEF OPERATING OFFICER
500 WASHINGTON AVENUE SOUTH
SUITE 4400
MINNEAPOLIS
MN
United States
Tel:
612-230-3705
Fax:
612-230-3714
T*******@***********M
(Full email address available in API data)
Regulatory Contact
DAVID J. BROMELKAMP
CEO
500 WASHINGTON AVENUE SOUTH
SUITE 4400
MINNEAPOLIS
MN
United States
Tel:
612-230-3702
Fax:
612-230-3714
D**************@***********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 |
|---|---|---|---|---|---|
| BROMELKAMP, DAVID, JOHN | Individual | – | MEMBER AND CHIEF EXECUTIVE OFFICER | 08/2005 | 25-50% |
| HUTCHENS, ERIC, JOHN | Individual | – | MEMBER, PRESIDENT, AND CHIEF INVESTMENT OFFICER | 01/2017 | 25-50% |
| CHAPMAN, TYLER, MATTHEW | Individual | – | MEMBER, CHIEF OPERATING OFFICER, AND CHIEF COMPLIANCE OFFICER | 01/2017 | 5-10% |
| BAUMANN, SAUL, ROBERT | Individual | – | MEMBER | 01/2024 | 10-25% |
| VAN CALLIGAN, DEREK, JOHN | Individual | – | MEMBER | 01/2024 | 5-10% |