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MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC

C42
CRD 129963·SEC 801-62669·WAYZATA, MN
AUM
$1.10B
$1B+
Est. Revenue
$11.0M
@ 1% on AUM
Est. EBITDA
$3.3M
@ 30% margin
Est. Deal Value
$26.4M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
MINNEAPOLIS PORTFOLIO MANAGEMENT GROUP, LLC
CRD
129963
SEC file #
801-62669
EIN
200467860
DBA names
—

Economics

AUM
$1.10B
AUM band
$1B+
AUM trajectory
'20'26
$974.1M → $1.10B▲ +13%
Client mix
Individuals Other1,129
Individuals High Net Worth603
Pension Profit Sharing Plans67
Charitable Organizations16
Corporations15

Operations

Employees (total)
9
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
3 advisors → 3 advisors▬ 0%
Primary office
WAYZATA MN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
GRODNICK, HARRISON, TODD
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
3
Control Persons
GRODNICK, HARRISON, TODD
GRODNICK, PHILLIP, WARREN
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
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
social_url_excluded:linkedin.com

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001317253
Edgar Registered
Yes
Edgar Filing Count
94
Edgar First Filing Date
2005-02-10
Edgar Last Filing Date
2026-05-05
Edgar 13f Count
88
Edgar 13f Latest AUM Estimate
Filing Date2026-05-05
Accession0001437749-26-014698

Compliance & brand

Firm Registration Status
active

All other collected signals (12)

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
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fidelity2
Pershing2
Raymond James2
Edgar Addresses
Mailing
3620 COUNTY ROAD 101 S.WAYZATA, MN 55391
Business
3620 COUNTY ROAD 101 S.WAYZATA, MN 55391
Edgar EIN
200467860
Edgar Recent Filings
13F-HR2026-05-05 · 0001437749-26-014698
13F-HR2026-02-10 · 0001437749-26-003628
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
2276179
Trust Company Affiliate
No

People (3)

3
GRODNICK, HARRISON, TODD
IAR · Direct Owner · 87.5%
2276179
GRODNICK, PHILLIP, WARREN
IAR · Direct Owner · 17.5%
230540
BRITTON, ROBERT, AUSTIN
IAR · Executive Officer · 2.5%
4980728