RIA Intel›Advisers›Minnesota›OKABENA INVESTMENT SERVICES INC

OKABENA INVESTMENT SERVICES INC

Fund Manager

N·MINNEAPOLIS, MN

Data as of Jan 2, 2026 · Source: SEC Form ADV

Total AUM

$1.8B

1-Year AUM Growth

+7.4%

3-Year CAGR

+2.3%

Employees

8

Assets Under Management

Total AUM$1.8B

Discretionary AUM$1.7B

Non-Discretionary AUM$171M

Discretionary %90.7%

Total Clients126

Team

Total Employees8

Investment Advisers18

Employee Growth (1Y)—

Private Funds

Number of Private Funds10

🔒 Fund-level details including strategies, gross assets, and individual fund records

Filing History

Total Filings on Record47

First FilingMar 26, 2001

Latest FilingJan 2, 2026

🔒 Full AUM trend chart and 47 historical filings spanning 25+ 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 OKABENA INVESTMENT SERVICES INC

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