RIA Intel›Advisers›Minnesota›PETRARCH LLC

PETRARCH LLC

Advisory

MN

Data as of Mar 31, 2026 · Source: SEC Form ADV

Average account

$108K

across 111 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients40

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, IL, MN

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

40 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in MN

Closest by assets under management. All figures from Form ADV.

NORTH EAST ASSET MANAGEMENT GROUP, INC.

COON RAPIDS, MN

$12M

DISCOVERY FINANCIAL GROUP, LLC

BLOOMINGTON, MN

$12M

EFS FINANCIAL RESOURCES, LLC

$12M

BARRINGTON CAPITAL MANAGEMENT, INC.

BLOOMINGTON, MN

$12M

RISING FINANCIAL, LLC

$12M

LIV WEALTH MANAGEMENT LLC

$12M

Get the full picture on PETRARCH LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PETRARCH LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans