Data / Investment advisers / Minnesota / Pathfinder 360 Managementco, LLC
Pathfinder 360 Managementco, LLC, Minnetonka, MN: $344 million AUM, SEC registered investment adviser
Pathfinder 360 Managementco, LLC is an SEC registered investment adviser with its main office in Minnetonka, Minnesota and reports $344 million in regulatory assets under management in its Form ADV filed March 26, 2026. Its clients include pooled investment vehicles. It is paid through fixed fees, performance based fees and other fees. It advises 3 private funds.
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- Registration
- SEC registered investment adviser
- CRD number
- 319211
- SEC file number
- 801-133913
- SEC status
- Approved, effective July 21, 2025
- Main office
- 5850 Opus Parkway, Suite 170, Minnetonka, MN 55343
- Phone
- (612) 308-5187
- Regulatory AUM
- $343,763,326 in the Form ADV filed March 26, 2026
- Discretionary AUM
- $343,763,326
- Accounts
- 3
- Employees
- 1, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- fixed fees, performance based fees, other fees
- Private funds
- 3: 3 private equity funds
- Gross assets of private funds
- $343,763,326
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 26, 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 type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 3 | $343.8 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 of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $343.8 million | March 26, 2026 |
| December 1, 2025 | $326.5 million | June 20, 2025 |
Other advisers in Minnetonka
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Cherry Tree Wealth Management, LLC | Minnetonka | $673.5 million | Not listed | adviserinfo.sec.gov |
| McGinty Road Partners, LP | Minnetonka | $646 million | 7 | adviserinfo.sec.gov |
| Twele Capital Management, Inc. | Minnetonka | $578.5 million | Not listed | adviserinfo.sec.gov |
| Legacies Wealth LLC | Minnetonka | $505.4 million | Not listed | adviserinfo.sec.gov |
| Speece Thorson Capital Group Inc | Minnetonka | $469 million | 1 | adviserinfo.sec.gov |
| Merced Capital, L.P. | Minnetonka | $251.2 million | 6 | adviserinfo.sec.gov |
| E-Wealth Partners | Minnetonka | $218.7 million | Not listed | adviserinfo.sec.gov |
| Quantitative Asset Management, LLC | Minnetonka | $187.4 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnetonka, MN
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving pooled investment vehicles
- Advisers that manage private funds
- Pathfinder 360 Managementco, LLC on the SEC's adviser search
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.