Disciplined Growth Investors Inc

RIASEC RegisteredEst. 1996

Total AUM

$5.5B

Discretionary

$5.5B

100% of AUM

Avg account

$38.1M

Accounts

144

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 106746
Registered since: December 11, 1996
Website: dginv.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, U.S. BANK, N.A.
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles26.45%
HNWI25.62%
Charitable Organizations20.8%
Investment Companies10.41%
Pension & Profit Sharing Plans6.61%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Disciplined Growth Investors Inc. is a privately owned corporate adviser that operates with a hedge-fund orientation. Founded as an SEC-registered adviser in 1996, the firm serves both individual/family clients and institutional investors. Its advisory practice spans managed portfolios for individuals and small businesses, investment companies, pooled vehicles, and institutional accounts. The firm also functions as a registered representative of a broker-dealer. Compensation for managed strategies combines a percentage-of-assets approach with performance-based fees. The firm is not presented as an active ESG investor and is not described as a multi-state or pension consultant adviser.