VIKING FUND MANAGEMENT LLC

RIASEC RegisteredEst. 1999
Total AUM
$1.1B
Discretionary
$1.1B
100% of AUM
Avg account
$95.8M
Accounts
12
Employees
5
Advisory reps
3

Firm details

Headquarters
MINOT, North Dakota
CRD number
107927
Registered since
July 2, 1999
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Viking Fund Management LLC is a privately held, SEC-registered investment adviser that acts primarily as a portfolio manager for investment companies. The firm runs an institutional client book and charges fees as a percentage of assets under management. Viking’s regulatory filings and activity indicate a clear emphasis on publicly traded equities as the core of its investable assets, while also supplementing portfolios with selective private placement opportunities. The firm is not positioned as an active ESG investor and operates without a multi-state advisory footprint. Viking maintains a broker-dealer affiliation that supports its trading and capital-raising needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • KEVIN FLAGSTAD

    Chief Compliance OfficerCRD 4199379

  • SHANNON RADKE

    CEOCRD 1894150

  • KRAIG KLEBE

    Chief Financial OfficerCRD 3090758

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

FINTRX

Recent filings

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Awards

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Location

Primary office

MINOT, ND

WARD

Location

MINOT, ND

Headquartered in MINOT, ND, in the Midwest of the United States.

Region
Midwest
County
WARD
Address
1 Main St N
Time zone
CT (UTC-6)
Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth