DEVENIR INVESTMENT ADVISORS, LLC
Adviser information for DEVENIR INVESTMENT ADVISORS, LLC last updated from Form ADV on March 30th, 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 | 11 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 4 |
| 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 | 0 | $0 |
| Non-Discretionary | 52 | $10.9B |
| Total | 52 | $10.9B |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 0 | $0 |
| HNW Individuals | 0 | $0 |
| Banking or thrift institutions | 49 | $10.3B |
| 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 | <5 | $579.0M |
| 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 | 52 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for businesses or institutional clientsSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-69108 |
|---|---|
| SEC ERA File Number | 801-69108 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 132824 |
| Legal Entity Identifier | None |
Principal Office
8500 NORMANDALE LAKE BLVDSUITE 2160
BLOOMINGTON
MN
United States
Monday - Friday, 8:00-5:00 CENTRAL
Tel: 952-446-7400, Fax: 952-345-0310
Websites
Chief Compliance Officer
ERIC REMJESKE
PRESIDENT/CCO
8500 NORMANDALE LAKE BLVD
SUITE 2160
BLOOMINGTON
MN
United States
Tel:
952-446-7400
E********@**********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 |
|---|---|---|---|---|---|
| DEVENIR GROUP, LLC | Domestic Entity | – | MEMBER | 07/2004 | > 75% |
| REMJESKE, ERIC, JOHN | Individual | DEVENIR GROUP, LLC | MANAGING MEMBER | 02/2003 | > 75% |
| REMJESKE, ERIC, JOHN | Individual | – | PRESIDENT/CHIEF COMPLIANCE OFFICER | 12/2005 | < 5% |