DISCIPLINED GROWTH INVESTORS INC
Firm details
- Headquarters
- MINNEAPOLIS, Minnesota
- CRD number
- 106746
- Registered since
- December 11, 1996
- Website
- dginv.com
- Custodians
- NATIONAL FINANCIAL SERVICES LLC, U.S. BANK, N.A.
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- Pooled Investment Vehicles26.45%
- HNWI25.62%
- Charitable Organizations20.8%
- Investment Companies10.41%
- Pension & Profit Sharing Plans6.61%
- Services
- Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Disciplined Growth Investors Inc. is a corporation registered with the SEC since 1996 that operates as a hedge-fund-style RIA serving both individual/family and institutional clients. The firm charges asset-based management fees and performance-based fees, and is also registered as a representative of a broker-dealer. Its advisory services include portfolio management for individuals and small businesses, investment companies, pooled investment vehicles, and institutional clients. The firm is not identified as an active ESG investor and is structured under individual ownership.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities92%
- Investment Grade Corp Bonds4%
- US Government Bonds2%
- Public Funds/Mutual Funds2%
- Cash & Cash Equivalents1%
Owners & executives
3 of 3RICKI MARTIN
Chief Executive OfficerCRD 5647886
ROB NICOSKI
Chief Investment OfficerCRD 2387235
PETER RIEKE
Chief Operating OfficerCRD 5647820
Contacts
3 of 4NICHOLAS HANSEN
Lead Portfolio ManagerCRD 6438158
SCOTT LINK
Portfolio ManagerCRD 5137014
FREDERICK MARTIN
Founder and Portfolio ManagerCRD 321196
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNEAPOLIS, MN
HENNEPIN
Location
MINNEAPOLIS, MN
Headquartered in MINNEAPOLIS, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 150 S 5th St
- Time zone
- CT (UTC-6)
- Office locations
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