SourcingSourcing

DGV SOLUTIONS LP

C50
CRD 174379·SEC 801-101488·MINNETONKA, MN
AUM
$944.4M
$500M-$1B
Est. Revenue
$9.4M
@ 1% on AUM
Est. EBITDA
$2.8M
@ 30% margin
Est. Deal Value
$22.7M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
DGV SOLUTIONS LP
CRD
174379
SEC file #
801-101488
EIN
472398930
DBA names
—

Economics

AUM
$944.4M
AUM band
$500M-$1B
AUM trajectory
'20'26
$1.04B → $944.4M▼ -9%
Client mix
Pooled Investment Vehicles2

Operations

Employees (total)
6
Advisory staff (per ADV)
5
Advisory staff (5-yr trend)
'20'26
8 advisors → 5 advisors▼ -37%
Primary office
MINNETONKA MN
Branches
—

Custodian & Brokerage

Primary custodian
Northern Trustlow confidence
Services offered
Portfolio mgmt — pooled vehiclesPortfolio mgmt — businesses
Fee basis
% of AUM

Filings

Latest ADV filing
03/12/2026
ADV-W filed at
—
Website
dgvlp.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
DGV LIMITED PARTNER LP
Top Owner Pct
87.5
Top Owner Entity Kind
FE
Owner Count
4
Control Persons
DGV LIMITED PARTNER LP
BREILAND, LANCE, MARVIN
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
DGVLP.COM
Rdap Domain Creation Date
2014-11-22T16:31:05Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

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

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0001642142
Edgar Registered
Yes
Edgar Filing Count
12
Edgar First Filing Date
2015-05-13
Edgar Last Filing Date
2026-04-24
Edgar Form D Count
12
Edgar Form D Offerings
2026-04-242026-04-24 · 0001642142-26-000001
2025-04-252025-04-25 · 0001966672-25-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

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
Northern Trust12
E*trade4
Edgar Addresses
Mailing
601 CARLSON PARKWAYSUITE 875MINNETONKA, MN 55305
Business
601 CARLSON PARKWAYSUITE 875MINNETONKA, MN 55305
Edgar EIN
472398930
Edgar Recent Filings
D/A2026-04-24 · 0001642142-26-000001
D/A2025-04-25 · 0001966672-25-000002
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-11-22T16:31:05Z
Rdap Domain Last Changed
2025-11-13T20:06:19Z
Rdap Nameservers
Ns77.domaincontrol.comNs78.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (2)

2
BREILAND, LANCE, MARVIN
Executive Officer · 2.5%
5134974
HAVICE, JONATHAN, DREW
Executive Officer · 2.5%
5134920