SIT Investment Associates, Inc

RIASEC RegisteredEst. 1981

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$44.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Minneapolis, Minnesota
CRD number: 105725
Registered since: September 18, 1981
Website: www.sitinvest.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Investment Companies53.72%
Charitable Organizations12.66%
Pooled Investment Vehicles9.63%
HNWI6.05%
Pension & Profit Sharing Plans5.98%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SIT Investment Associates, Inc. is a corporation that has been registered with the SEC since 1981 and serves both individual/family and institutional clients. The firm manages portfolios across client types — individuals and small businesses, investment companies, pooled vehicles and institutional/business accounts — and charges fees as a percentage of assets under management. It is classified as a real estate fund manager and other fund provider, and is identified as an active ESG investor. Beyond advisory work, SIT participates in a range of industry roles: broker-dealer activity, registration as an investment adviser, CPO/CTA involvement, and acting as sponsor/GP/managing member of pooled investment vehicles. The firm oversees multiple private funds and is not a multi-state adviser.