SourcingSourcing

SIT FIXED INCOME ADVISORS II, LLC

C32
CRD 108271·SEC 801-55201·MINNEAPOLIS, MN
AUM
$14.97B
$1B+
Est. Revenue
$149.7M
@ 1% on AUM
Est. EBITDA
$44.9M
@ 30% margin
Est. Deal Value
$359.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SIT FIXED INCOME ADVISORS II, LLC
CRD
108271
SEC file #
801-55201
EIN
411404829
DBA names
—

Economics

AUM
$14.97B
AUM band
$1B+
AUM trajectory
'20'26
$8.64B → $14.97B▲ +73%
Client mix
Charitable Organizations31
Pooled Investment Vehicles24
Insurance Companies23
Individuals High Net Worth15
Pension Profit Sharing Plans8

Operations

Employees (total)
73
Advisory staff (per ADV)
35
Advisory staff (5-yr trend)
'20'26
35 advisors → 35 advisors▬ 0%
Primary office
MINNEAPOLIS MN
Branches
—

Custodian & Brokerage

Primary custodian
E*Tradelow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — investment companiesPortfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUMPerformance-based fees

Filings

Latest ADV filing
03/20/2026
ADV-W filed at
—
Website
sitinvest.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SIT INVESTMENT ASSOCIATES, INC
Top Owner Pct
62.5
Top Owner Entity Kind
DE
Owner Count
6
Control Persons
SIT INVESTMENT ASSOCIATES, INC
BOOK, MARK, H
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
SITINVEST.COM
Rdap Domain Creation Date
1995-04-18T04:00:00Z
Rdap Firm Age Years
31
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
4
Form 5500 Total Compensation
5,891,623
Form 5500 Compensation Trajectory 3y
20255,891,623
Form 5500 Plan Count Trajectory 3y
20254
Schedule C Total Compensation
5,891,623
Schedule C Service Provider Rows
4

SEC EDGAR

Edgar Cik
0000769317
Edgar Registered
Yes
Edgar Filing Count
1,000
Edgar First Filing Date
2010-07-14
Edgar Last Filing Date
2026-05-13
Edgar 13f Count
66
Edgar 13f Latest AUM Estimate
Filing Date2026-05-13
Accession0000897101-26-000165

Compliance & brand

Firm Registration Status
active

All other collected signals (18)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
0
Bc Firm IAR Count
0
Custodian Candidates
Full
E*trade4
Northern Trust2
U.s. Bank2
Bny Mellon2
Edgar Addresses
Mailing
3300 IDS CENTER80 SOUTH EIGHTH STREETMINNEAPOLIS, MN 55402
Business
3300 IDS CENTER80 SOUTH EIGHTH STREETMINNEAPOLIS, MN 55402
Edgar EIN
411404829
Edgar Recent Filings
13F-HR2026-05-13 · 0000897101-26-000165
SCHEDULE 13D/A2026-05-12 · 0000897101-26-000164
Fee Schedule
Bracket Iv38
Bracket Iii33
Bracket Vi14
Bracket Ix14
Bracket Xi1
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2032-04-19T04:00:00Z
Rdap Domain Last Changed
2023-07-11T19:03:55Z
Rdap Nameservers
Ns69.domaincontrol.comNs70.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
105725
Trust Company Affiliate
No

People (6)

6
SIT INVESTMENT ASSOCIATES, INC
Direct Owner · 62.5%
105725
BOOK, MARK, H
Direct Owner · 7.5%
1801602
DOTY, BRYCE, ALAN
Direct Owner · 7.5%
2086509
Jungquist, Paul, Jerome
Direct Owner · 7.5%
6631020
SIT, ROGER, J
Executive Officer · 2.5%
2174779
RASMUSSEN, PAUL, EDWARD
Executive Officer · 2.5%
2421880