Data / Investment advisers / Minnesota / Quarry Hill Advisors
Quarry Hill Advisors, Saint Paul, MN: $395 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Quarry Hill Advisors is an SEC registered investment adviser with its main office in Saint Paul, Minnesota and reports $395 million in regulatory assets under management in its Form ADV filed August 12, 2026. Its clients include high net worth individuals, individuals 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
- 288334
- SEC file number
- 801-122010
- SEC status
- Approved, effective August 2, 2021
- Legal name
- Quarry Hill Advisors, LLC
- Main office
- 550 Vandalia Street Suite 311, Saint Paul, MN 55114
- Phone
- (612) 440-0318
- Regulatory AUM
- $394,847,559 in the Form ADV filed August 12, 2026
- Discretionary AUM
- $370,850,799
- Non discretionary AUM
- $23,996,760
- Accounts
- 1,048
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 12, 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 |
|---|---|---|
| High net worth individuals | 132 | $349.9 million |
| Individuals (other than high net worth individuals) | 71 | $43.9 million |
| Corporations or other businesses | Fewer than 5 | $666,379 |
| Charitable organizations | Fewer than 5 | $338,624 |
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 |
|---|---|---|
| February 2, 2026 | $394.8 million | January 14, 2026 |
| December 1, 2025 | $292.4 million | January 27, 2025 |
Other advisers in Minnesota
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Advisory Solutions Group | Plymouth | $408.4 million | Not listed | adviserinfo.sec.gov |
| Northland Asset Management | Minneapolis | $405.5 million | Not listed | adviserinfo.sec.gov |
| Excel Financial, LLC | Red Wing | $404.5 million | Not listed | adviserinfo.sec.gov |
| Webb Financial Group | Bloomington | $397.2 million | Not listed | adviserinfo.sec.gov |
| Mann Financial Group | Detroit Lakes | $395.5 million | Not listed | adviserinfo.sec.gov |
| Dunnavan & Co. | Minneapolis | $392.7 million | Not listed | adviserinfo.sec.gov |
| Dougherty & Associates Financial Advisors, Inc. | Buffalo | $382.9 million | Not listed | adviserinfo.sec.gov |
| All Terrain Financial Advisors | Coon Rapids | $379.2 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minnesota
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Quarry Hill Advisors on the SEC's adviser search
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.