RIA Intel›Advisers›Minnesota›ALERUS INVESTMENT ADVISORS CORPORATION

ALERUS INVESTMENT ADVISORS CORPORATION

Advisory

N·MINNETONKA, MN

Data as of Aug 26, 2015 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+2.4%

3-Year CAGR

+8.6%

Employees

8

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.8B

Non-Discretionary AUM$24M

Discretionary %98.7%

Total Clients—

Team

Total Employees8

Investment Advisers15

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingMar 28, 2011

Latest FilingAug 26, 2015

🔒 Full AUM trend chart and 13 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on ALERUS INVESTMENT ADVISORS CORPORATION

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.