Data / Investment advisers / Minnesota / Systelligence, LLC
Systelligence, LLC, Bloomington, MN: $784 million AUM, SEC registered investment adviser
Systelligence, LLC is an SEC registered investment adviser with its main office in Bloomington, Minnesota and reports $784 million in regulatory assets under management in its Form ADV filed October 21, 2026. Its clients include investment companies. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 283582
- SEC file number
- 801-107695
- SEC status
- Approved, effective May 10, 2016
- Main office
- 7760 France Avenue South Suite 925, Bloomington, MN 55435
- Phone
- (855) 621-9877
- Regulatory AUM
- $783,897,454 in the Form ADV filed October 21, 2026
- Discretionary AUM
- $783,897,454
- Accounts
- 6
- Employees
- 4, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- October 21, 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 | 6 | $783.9 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 | $783.9 million | March 30, 2026 |
| December 1, 2025 | $711.7 million | October 22, 2025 |
Other advisers in Bloomington
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Devenir Investment Advisors, LLC | Bloomington | $12.99 billion | Not listed | adviserinfo.sec.gov |
| BPS Capital Management, Inc. | Bloomington | $3.10 billion | Not listed | adviserinfo.sec.gov |
| Jnba Financial Advisors, LLC | Bloomington | $2.01 billion | Not listed | adviserinfo.sec.gov |
| Truehelm, LLC | Bloomington | $1.28 billion | 19 | adviserinfo.sec.gov |
| Birchwood Financial Partners, Inc. | Bloomington | $853.2 million | Not listed | adviserinfo.sec.gov |
| Stevens Foster Financial Advisors | Bloomington | $750.4 million | Not listed | adviserinfo.sec.gov |
| Sightline Partners LLC | Bloomington | $642.8 million | 9 | adviserinfo.sec.gov |
| Boyum Wealth Architects LLC | Bloomington | $564 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Bloomington, MN
- Investment advisers in Minnesota
- Advisers with $500 million to $1 billion in AUM
- Advisers serving investment companies
- Systelligence, 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.