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 SEC-registered since 1981 and positions itself as a manager and sponsor of pooled vehicles with a focus on real estate and other fund products. The firm serves both individual/family and institutional clients and charges fees as a percentage of assets under management. Its advisory scope includes discretionary portfolio management across individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. The firm identifies as an active ESG investor and reports roles that extend into sponsor/GP and other industry activities such as broker-dealer relationships and commodity pool/CTA activity.