DGV SOLUTIONS LP
Firm details
- Headquarters
- MINNETONKA, Minnesota
- CRD number
- 174379
- Registered since
- July 13, 2015
- Website
- www.dgvlp.com
- Custodians
- THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Pooled Investment Vehicles81.54%
- Charitable Organizations18.46%
- Services
- Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
DGV Solutions LP is a limited partnership that acts primarily as a commodity pool operator / commodity trading advisor and as an adviser to pooled investment vehicles and institutional clients. The firm charges fees as a percentage of assets under management and concentrates on a small number of large institutional relationships rather than retail distribution. Its investment posture leans toward fixed‑income exposure—notably U.S. government bonds—while also running commodity and energy-oriented strategies consistent with its CPO/CTA registration. DGV Solutions LP is not an active ESG investor. The firm’s structure and activity suggest it combines direct portfolio management of pooled vehicles with advisory mandates for businesses or institutions. It operates with a focused client set and uses both internal portfolio management capabilities and allocations to third‑party alternative managers for specialized exposures.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- US Government Bonds78%
- Cash & Cash Equivalents22%
Owners & executives
2 of 2LANCE BREILAND
Chief Operating Officer and General CounselCRD 5134974
JONATHAN HAVICE
President and Chief Investment OfficerCRD 5134920
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNETONKA, MN
HENNEPIN
Location
MINNETONKA, MN
Headquartered in MINNETONKA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 601 Carlson Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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