TWELE CAPITAL MANAGEMENT, INC.
Adviser information for TWELE CAPITAL MANAGEMENT, INC. 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 | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Minnesota, United States |
Employees
Total Number of Employees | 5 |
---|---|
Investment Advisory/Research | 3 |
Registered Broker-Dealer Representatives | 0 |
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 | 160 | $636.1M |
Non-Discretionary | 2 | $398,931 |
Total | 162 | $636.5M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 64 | $41.2M |
HNW Individuals | 24 | $40.7M |
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 | <5 | $553.2M |
Charitable organizations | <5 | $1.4M |
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 | 0 | $0 |
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 businesses or institutional clients |
---|---|
Compensation | % of AUMHourly charges |
Principal Office
5601 SMETANA DRIVESUITE 707
MINNETONKA
MN
United States
Monday - Friday, 8:00 AM TO 4:00 PM
Tel: 952 887 9253, Fax: 952 938 5934
Chief Compliance Officer
JOSEPH STRATMANN
CHIEF OPERATING OFFICER
5601 SMETANA DR.
SUITE 707
MINNETONKA
MN
United States
Tel:
952 887 9253
Fax:
952 938 5934
J**@***************M
(Full email address available in API data)
Regulatory Contact
JOHN TWELE
CEO & PRESIDENT
5601 SMETANA DR.
SUITE 707
MINNETONKA
MN
United States
Tel:
952 887 9253
Fax:
952 938 5934
J***@***************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 |
---|---|---|---|---|---|
TWELE, MARESSIA, ANN | Individual | – | CHIEF FINANCIAL OFFICER | 01/2004 | 25-50% |
TWELE, JOHN, ANTHONY | Individual | – | PRESIDENT & CHIEF EXECUTIVE OFFICER | 01/2004 | 25-50% |
STRATMANN, JOSEPH, EUGENE | Individual | – | CHIEF COMPLIANCE OFFICER & COO | 03/2020 | 5-10% |
BARANIVSKY, GREGORY, IVAN | Individual | – | PRINCIPAL | 03/2020 | 5-10% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed July 11th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
APPLE INC | COM | 253K | 1K | – |
ISHARES INC | CORE MSCI EMKT | 12M | 220K | – |
ISHARES TR | 1 3 YR TREAS BD | 410K | 5K | – |
ISHARES TR | 3 7 YR TREAS BD | 2M | 16K | – |
ISHARES TR | 7-10 YR TRSY BD | 38M | 403K | – |
ISHARES TR | BROAD USD HIGH | 514K | 14K | – |
ISHARES TR | CORE MSCI EAFE | 21M | 287K | – |
ISHARES TR | CORE S&P MCP ETF | 22M | 369K | – |
ISHARES TR | CORE S&P SCP ETF | 18M | 165K | – |
ISHARES TR | CORE S&P500 ETF | 54M | 98K | – |
ISHARES TR | CORE US AGGBD ET | 36M | 371K | – |
ISHARES TR | IBOXX HI YD ETF | 19M | 244K | – |
ISHARES TR | IBOXX INV CP ETF | 9M | 87K | – |
ISHARES TR | MSCI EAFE ETF | 2M | 21K | – |
ISHARES TR | NATIONAL MUN ETF | 1M | 11K | – |
ISHARES TR | RUS 1000 GRW ETF | 567K | 2K | – |
ISHARES TR | SELECT DIVID ETF | 391K | 3K | – |
ISHARES TR | US TREAS BD ETF | 2M | 78K | – |
NVIDIA CORPORATION | COM | 330K | 3K | – |
SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 238K | 9K | – |
SCHWAB STRATEGIC TR | INTL EQTY ETF | 713K | 19K | – |
SCHWAB STRATEGIC TR | INT-TRM U.S TRES | 515K | 11K | – |
SCHWAB STRATEGIC TR | SHT TM US TRES | 925K | 19K | – |
SCHWAB STRATEGIC TR | US AGGREGATE B | 1M | 26K | – |
SCHWAB STRATEGIC TR | US BRD MKT ETF | 623K | 10K | – |
SCHWAB STRATEGIC TR | US LRG CAP ETF | 1M | 16K | – |
SCHWAB STRATEGIC TR | US MID-CAP ETF | 494K | 6K | – |
SCHWAB STRATEGIC TR | US SML CAP ETF | 730K | 15K | – |
VANGUARD BD INDEX FDS | TOTAL BND MRKT | 41M | 566K | – |
VANGUARD INDEX FDS | GROWTH ETF | 593K | 2K | – |
VANGUARD INDEX FDS | MID CAP ETF | 15M | 63K | – |
VANGUARD INDEX FDS | S&P 500 ETF SHS | 48M | 96K | – |
VANGUARD INDEX FDS | SMALL CP ETF | 14M | 65K | – |
VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 11M | 244K | – |
VANGUARD MUN BD FDS | TAX EXEMPT BD | 2M | 34K | – |
VANGUARD SCOTTSDALE FDS | INT-TERM CORP | 435K | 5K | – |
VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 12M | 155K | – |
VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 20M | 406K | – |
VANGUARD WHITEHALL FDS | HIGH DIV YLD | 35M | 293K | – |