SIT INVESTMENT ASSOCIATES, INC

RIASEC RegisteredEst. 1981

Total AUM

$3.5B

Discretionary

$3.5B

100% of AUM

Avg account

$44.3M

Accounts

Employees

Advisory reps

Firm details

Headquarters: MINNEAPOLIS, Minnesota
CRD number: 105725
Registered since: September 18, 1981
Website: www.sitinvest.com
Custodians: THE NORTHERN TRUST INTERNATIONAL BANKING CORPORATION, THE BANK OF NEW YORK MELLON, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM
Client types: Investment Companies53.72%
Charitable Organizations12.66%
Pooled Investment Vehicles9.63%
HNWI6.05%
Pension & Profit Sharing Plans5.98%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

SIT Investment Associates, Inc. is a corporation founded in the early 1980s that operates as an adviser and fund sponsor with a focus that includes real estate and other pooled investment vehicles. The firm manages accounts for individuals, families and institutional clients and charges fees as a percentage of assets under management. Its advisory scope covers discretionary portfolio management for individuals and small businesses, investment companies, pooled vehicles and institutional clients. The firm identifies as an active ESG investor and maintains several industry roles beyond advisory services: broker‑dealer relationships, activity as another type of investment adviser, registration as a CPO/CTA, and functioning as sponsor, general partner or managing member of pooled investment vehicles. SIT is not listed as a capital allocator and is not a multi‑state adviser.