DEVENIR INVESTMENT ADVISORS, LLC

RIASEC RegisteredEst. 2008
Total AUM
$13B
Discretionary
$0
0% of AUM
Avg account
$295M
Accounts
44
Employees
11
Advisory reps
2

Firm details

Headquarters
BLOOMINGTON, Minnesota
CRD number
132824
Registered since
April 22, 2008
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Banking / Thrift Institutions98.5%
  • Insurance Companies1.5%
Services
Portfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

Devenir Investment Advisors, LLC is a limited liability company that acts as a capital allocator for institutional clients. Registered with the SEC in 2008, the firm focuses on portfolio management for businesses and institutions and on selecting external advisers to implement client mandates. Its business model emphasizes advisory and manager‑selection roles rather than direct trading authority: the firm’s mandates are non‑discretionary and geared toward large institutional counterparts. Fee arrangements include percentage‑of‑AUM fees as well as hourly and fixed‑fee engagements. Devenir does not identify as an active ESG investor and is not positioned as a pension consultant or multi‑state adviser in its filings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 100%100%
  • Public Funds/Mutual Funds100%

Contacts

2 of 2
  • JON ROBB

    SVP, Research & TechnologyCRD 5835551

  • ERIC REMJESKE

    PresidentCRD 2414214

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

BLOOMINGTON, MN

HENNEPIN

Location

BLOOMINGTON, MN

Headquartered in BLOOMINGTON, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
HENNEPIN
Address
8500 Normandale Lake Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth