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 an institutional registered investment adviser organized as an LLC and SEC-registered since 2008. The firm serves institutional clients, providing portfolio management for businesses and institutions and performing selection-of-other-advisers functions. Devenir identifies itself as a capital allocator and uses multiple fee arrangements, including a percentage-of-AUM model as well as hourly and fixed fees. The adviser does not report itself as an active ESG investor and is not listed as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

    Jon Robb

    SVP, Research & TechnologyCRD 5835551

  • Eric Remjeske

    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