ONWARD INVESTORS
Firm details
- Headquarters
- MINNETONKA, Minnesota
- CRD number
- 335825
- Registered since
- April 28, 2025
Firm profile
FINTRXOverview
Onward Investors is organized as a limited liability company that operates primarily as a sponsor and manager of pooled investment vehicles rather than as a traditional advisory practice serving individual advisory accounts. The firm registered with the SEC in 2025 and positions itself around closed‑end/private fund structures: it acts as sponsor, general partner and managing member of pooled investment vehicles and sponsors limited partnerships. The firm is not classified as an active ESG investor and its public reporting does not list a retail client base or multi‑state advisory footprint.
Assets & Accounts
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
Contacts
3 of 4JONATHAN LANNERS
PartnerCRD 5540137
DAVID OMAN
PartnerCRD 5673497
MARK PETERSON
PartnerCRD 4724892
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
MINNETONKA, MN
HENNEPIN
Location
MINNETONKA, MN
Headquartered in MINNETONKA, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.
- Metro area
- Minneapolis-St. Paul, MN-WI
- Region
- Midwest
- County
- HENNEPIN
- Address
- 10900 Wayzata Blvd
- Time zone
- CT (UTC-6)
- Office locations
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