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Data / Investment advisers / Minnesota / Ehlers

Ehlers, Minneapolis, MN: $3.6 billion AUM, SEC registered investment adviser

Ehlers is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $3.6 billion in regulatory assets under management in its Form ADV filed September 28, 2026. Its clients include state and municipal governments and corporations and other businesses. It is paid through a percentage of assets under management, hourly charges and fixed fees.

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Registration
SEC registered investment adviser
CRD number
146385
SEC file number
801-69849
SEC status
Approved, effective January 12, 2009
Legal name
Ehlers Investment Partners, LLC
Main office
3001 Broadway Street Ne Suite 320, Minneapolis, MN 55413
Phone
(800) 552-1171
Regulatory AUM
$3,589,670,157 in the Form ADV filed September 28, 2026
Discretionary AUM
$688,397,821
Non discretionary AUM
$2,901,272,336
Accounts
722
Employees
13, of which 6 give investment advice
Form of organization
Limited Liability Company
Paid through
a percentage of assets under management, hourly charges, fixed fees
Other offices
1
Form ADV Item 11 disclosures
None reported
Latest Form ADV filing
September 28, 2026
SEC record
Investment Adviser Public Disclosure

Clients

Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.

Client typeClientsAUM
State or municipal government entities300$3.57 billion
Corporations or other businessesFewer than 5$15.7 million

AUM in the SEC's monthly files

Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.

First in the file ofAUMForm ADV filed
September 1, 2026$3.59 billionAugust 26, 2026
December 1, 2025$3.17 billionSeptember 29, 2025

Other advisers in Minneapolis

AdviserCityAUMPrivate fundsSource
Disciplined Growth Investors IncMinneapolis$5.48 billion3adviserinfo.sec.gov
RiverbridgeMinneapolis$5.03 billionNot listedadviserinfo.sec.gov
Peregrine Capital Management, LLCMinneapolis$4.07 billionNot listedadviserinfo.sec.gov
Norwest Capital Advisors, LLCMinneapolis$3.84 billion12adviserinfo.sec.gov
Proterra Investment Partners LPMinneapolis$3.71 billion27adviserinfo.sec.gov
Sit Investment Associates, IncMinneapolis$3.54 billion7adviserinfo.sec.gov
Arthur VenturesMinneapolis$2.56 billion17adviserinfo.sec.gov
Compass Capital Management IncMinneapolis$2.56 billionNot listedadviserinfo.sec.gov

Also on SpecStream

Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.