Data / Investment advisers / Minnesota / Sit Investment Associates, Inc
Sit Investment Associates, Inc, Minneapolis, MN: $3.5 billion AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Sit Investment Associates, Inc is an SEC registered investment adviser with its main office in Minneapolis, Minnesota and reports $3.5 billion in regulatory assets under management in its Form ADV filed June 22, 2026. Its clients include investment companies, charitable organizations and pooled investment vehicles. It is paid through a percentage of assets under management. It advises 7 private funds.
The request: Watch Sit Investment Associates, Inc (CRD number 105725): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 105725
- SEC file number
- 801-16350
- SEC status
- Approved, effective September 18, 1981
- Main office
- 3300 Ids Center 80 South Eighth Street, Minneapolis, MN 55402
- Phone
- (612) 332-3223
- Website
- sitinvest.com
- Regulatory AUM
- $3,543,093,715 in the Form ADV filed June 22, 2026
- Discretionary AUM
- $3,543,093,715
- Accounts
- 80
- Employees
- 73, of which 35 give investment advice
- Form of organization
- Corporation
- Paid through
- a percentage of assets under management
- Private funds
- 7: 6 other private funds, 1 real estate fund
- Gross assets of private funds
- $234,623,950
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- June 22, 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 |
|---|---|---|
| Investment companies | 14 | $1.90 billion |
| Charitable organizations | 5 | $448.7 million |
| Pooled investment vehicles | 8 | $341 million |
| High net worth individuals | 17 | $214.3 million |
| Pension and profit sharing plans | Fewer than 5 | $211.9 million |
| Insurance companies | Fewer than 5 | $188 million |
| Corporations or other businesses | Fewer than 5 | $181.6 million |
| State or municipal government entities | Fewer than 5 | $54.4 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 | $3.54 billion | March 20, 2026 |
| December 1, 2025 | $3.37 billion | May 1, 2025 |
Other advisers in Minneapolis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Riverbridge | Minneapolis | $5.03 billion | Not listed | adviserinfo.sec.gov |
| Peregrine Capital Management, LLC | Minneapolis | $4.07 billion | Not listed | adviserinfo.sec.gov |
| Norwest Capital Advisors, LLC | Minneapolis | $3.84 billion | 12 | adviserinfo.sec.gov |
| Proterra Investment Partners LP | Minneapolis | $3.71 billion | 27 | adviserinfo.sec.gov |
| Ehlers | Minneapolis | $3.59 billion | Not listed | adviserinfo.sec.gov |
| Arthur Ventures | Minneapolis | $2.56 billion | 17 | adviserinfo.sec.gov |
| Compass Capital Management Inc | Minneapolis | $2.56 billion | Not listed | adviserinfo.sec.gov |
| Stairway Partners, LLC | Minneapolis | $2.36 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Minneapolis, MN
- Investment advisers in Minnesota
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving charitable organizations
- Advisers that manage private funds
- Sit Investment Associates, Inc 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.