Viking Fund Management LLC

RIASEC RegisteredEst. 1999
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$95.8M
Accounts
12
Employees
5
Advisory reps
3

Firm details

Headquarters
Minot, North Dakota
CRD number
107927
Registered since
July 2, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Viking Fund Management LLC is a privately organized limited liability company that has been registered with the SEC since 1999. It operates as an institutional advisor that provides portfolio management services specifically for investment companies and charges clients based on a percentage of assets under management. The firm does not describe itself as an active ESG investor, is not designated as a multi-state adviser, and does not identify as a capital allocator. The firm lists a broker-dealer affiliation in its filings. Its ownership is noted as a domestic entity and individual ownership structure. The profile and reported activity point to a boutique institutional manager focused on managing pooled or separate investment-company mandates rather than retail household relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

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

Owners & executives

3 of 3
  • Kevin Flagstad

    Chief Compliance OfficerCRD 4199379

  • Shannon Radke

    Shannon Radke

    CEOCRD 1894150

  • Kraig Klebe

    Chief Financial OfficerCRD 3090758

Wealth teams

FINTRX

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

Minot, ND

Ward

Location

Minot, ND

Headquartered in Minot, ND, in the Midwest of the United States.

Region
Midwest
County
Ward
Address
1 Main St N
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth