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THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

Advisory

N·MINNEAPOLIS, MN

Data as of Jan 18, 2013 · Source: SEC Form ADV

Total AUM

$30.9B

1-Year AUM Growth

-1.7%

3-Year CAGR

+21.6%

Employees

19

Assets Under Management

Total AUM$30.9B

Discretionary AUM$25.8B

Non-Discretionary AUM$5.1B

Discretionary %83.6%

Total Clients—

Team

Total Employees19

Investment Advisers45

Employee Growth (1Y)—

Filing History

Total Filings on Record29

First FilingJan 30, 2001

Latest FilingJan 18, 2013

🔒 Full AUM trend chart and 29 historical filings spanning 12+ 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 THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY

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