SourcingSourcing

MURPHY POHLAD ASSET MANAGEMENT LLC

B51
CRD 109973·SEC 801-57329·EDEN PRAIRIE, MN
AUM
$639.7M
$500M-$1B
Est. Revenue
$6.4M
@ 1% on AUM
Est. EBITDA
$1.9M
@ 30% margin
Est. Deal Value
$15.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MURPHY POHLAD ASSET MANAGEMENT LLC
CRD
109973
SEC file #
801-57329
EIN
460454087
DBA names
—

Economics

AUM
$639.7M
AUM band
$500M-$1B
AUM trajectory
'20'26
$326.1M → $639.7M▲ +96%
Client mix
Individuals High Net Worth89
Individuals Other24

Operations

Employees (total)
7
Advisory staff (per ADV)
7
Advisory staff (5-yr trend)
'20'26
6 advisors → 7 advisors▲ +17%
Primary office
EDEN PRAIRIE MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
01/30/2026
ADV-W filed at
—
Website
murphyllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MURPHY, JOHN, MICHAEL
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
MURPHY, JOHN, MICHAEL
POHLAD, THOMAS, OWEN
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
MURPHYLLC.COM
Rdap Domain Creation Date
2000-02-11T17:52:47Z
Rdap Firm Age Years
26
Rdap Firm Age Band
20+y
Rdap Registrar
Network Solutions, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No
Form 5500 Plan Count
1
Form 5500 Total Compensation
16,997
Form 5500 Compensation Trajectory 3y
202516,997
Form 5500 Plan Count Trajectory 3y
20251
Schedule C Total Compensation
16,997
Schedule C Service Provider Rows
1

SEC EDGAR

Edgar Cik
0001384042
Edgar Registered
Yes
Edgar Filing Count
77
Edgar First Filing Date
2008-02-12
Edgar Last Filing Date
2026-05-14
Edgar 13f Count
74
Edgar 13f Latest AUM Estimate
Filing Date2026-05-14
Accession0001062993-26-002606

Compliance & brand

Firm Registration Status
active

All other collected signals (17)

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

Adv W Recently Filed
No
Bc Firm Active Bc Count
2
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Business
401 EAST EIGHTH STREET, SUITE 319SIOUX FALLS, SD 57103
Edgar EIN
460454087
Edgar Recent Filings
13F-HR2026-05-14 · 0001062993-26-002606
13F-HR2026-02-11 · 0001062993-26-000798
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2029-02-11T17:52:46Z
Rdap Domain Last Changed
2023-12-29T01:29:41Z
Rdap Nameservers
Ns7.worldnic.comNs8.worldnic.com
Rdap Secure Dns Enabled
Yes
Rdap Status
Client Transfer Prohibited
Top Owner CRD
1871913
Trust Company Affiliate
No

People (5)

5
MURPHY, JOHN, MICHAEL
IAR · Direct Owner · 62.5%
1871913
POHLAD, THOMAS, OWEN
IAR · Direct Owner · 37.5%
4508331
BANKE, AARON, JEFFREY
IAR · Executive Officer · 2.5%
5426230
PRASCHAK, KATHERINE, MAGGIE
Executive Officer · 2.5%
8038098
Zachary Francis Wallace
IAR
6858310