ONWARD INVESTORS

Exempt Reporting AdvisorFINRA MemberEst. 2025
Total AUM
Accounts
0
Advisory reps
4
Brokerage reps
0
Avg account
$0

Firm details

Headquarters
MINNETONKA, Minnesota
CRD number
335825
Registered since
April 28, 2025

Firm profile

FINTRX

Overview

Onward Investors is organized as a limited liability company that operates primarily as a sponsor and manager of pooled investment vehicles rather than as a traditional advisory practice serving individual advisory accounts. The firm registered with the SEC in 2025 and positions itself around closed‑end/private fund structures: it acts as sponsor, general partner and managing member of pooled investment vehicles and sponsors limited partnerships. The firm is not classified as an active ESG investor and its public reporting does not list a retail client base or multi‑state advisory footprint.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • JONATHAN LANNERS

    PartnerCRD 5540137

  • DAVID OMAN

    PartnerCRD 5673497

  • MARK PETERSON

    PartnerCRD 4724892

Unlock 1 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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
10900 Wayzata Blvd
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth