Tonka Capital Partners, LLC

RIASEC RegisteredEst. 2024
Total AUM
$140M
Discretionary
$71.6M
51% of AUM
Avg account
$35M
Accounts
4
Employees
3
Advisory reps
3

Firm details

Headquarters
Minnetonka, Minnesota
CRD number
298336
Registered since
July 29, 2024
Custodians
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure
Percentage of AUM, Fixed Fees, Performance Based Fees
Client types
  • Pooled Investment Vehicles51.2%
  • Corporations / Businesses45.14%
  • Charitable Organizations3.66%
Services
Portfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Tonka Capital Partners, LLC is organized as an LLC and is classified as a private equity fund-style adviser that works with institutional clients. It registered with the SEC in 2024 and is owned by an individual. The firm serves as a sponsor and general partner/managing member of pooled investment vehicles and also performs commodity pool operator/commodity trading adviser activities. Its advisory mandate includes portfolio management for pooled vehicles and for businesses or institutional balance sheets. Fee arrangements include a combination of percentage-of-assets, fixed fees, and performance-based compensation. Tonka does not identify as an active ESG investor and is not registered as a multi-state adviser.

Assets & Accounts

Investments & Alternatives

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Non-Investment Grade Corp Bonds 39%, Other 38%, Exchange Traded Equities 20%, Non-Exchange Traded Equities 3%39%
  • Non-Investment Grade Corp Bonds39%
  • Other38%
  • Exchange Traded Equities20%
  • Non-Exchange Traded Equities3%

Contacts

3 of 3
  • Nicholas Treat

    Nicholas Treat

    PartnerCRD 6998187

  • Justin Kanive

    Justin Kanive

    Managing PartnerCRD 3090194

  • Ryan McTigue

    Ryan McTigue

    AnalystCRD 7397292

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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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
130 Cheshire Ln
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth