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OKABENA INVESTMENT SERVICES INC

dba OKABENA INVESTMENT SERVICES INC · CRD 111162 · Registered Investment Adviser

Custody via related personManages private funds

OKABENA INVESTMENT SERVICES INC is a Registered Investment Adviser headquartered in MINNEAPOLIS, MN. The firm reports $2,120,659,435 in regulatory assets under management across 383 accounts, and manages 10 private fund(s). It reports no Form ADV Item 11 disciplinary disclosures.

Regulatory assets under management

Discretionary$1,889,551,788
Non-discretionary$231,107,647
Total RAUM$2,120,659,435
Accounts383

Disciplinary history (Form ADV Item 11)

This adviser reports no Form ADV Item 11 disciplinary events.

About this data

Form ADV is the uniform registration form every investment adviser files with the U.S. Securities and Exchange Commission (and state regulators). Part 1A captures the firm's identity, assets under management, client base, custody arrangements, and disciplinary disclosures. This page mirrors the SEC's monthly firm-roster export with citations to the Investment Adviser Public Disclosure (IAPD) system, where the full brochure (Part 2) and disciplinary detail are available.

References

  1. U.S. Securities and Exchange Commission. Investment Adviser Public Disclosure — CRD 111162. adviserinfo.sec.gov/firm/summary/111162.
  2. SEC Form ADV firm roster (FOIA monthly export). sec.gov Form ADV data.

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