MAIRS & POWER
Latest filing: Oct 01, 2024 (199 days ago)
AUM
$10,955,173,825
0% change vs. 1 year ago
-12% change vs. 3 years ago
8% change vs. 5 years ago
31% change vs. 10 years ago
Employee Count
50
0% change vs. 1 year ago
9% change vs. 3 years ago
14% change vs. 5 years ago
43% change vs. 10 years ago
Main Office
ST. PAUL, MN
30 E 7TH STREET, ST. PAUL, MN, UNITED STATES, 55101-1363
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $10.8 |
| Non-Discretionary | $0.2 |
| Total | $11.0 |
| Client | AUM |
|---|---|
| Retail | $3.7 |
| Pooled | $6.2 |
| Institutional | $1.1 |
| Total | $11.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 109 | $0.1 |
| Average Individual AUM | $526,165 | |
| HNW | 541 | $3.6 |
| Average HNW AUM | $6,727,219 | |
| Retail Total | 650 | $3.7 |
| Average Retail AUM | $5,687,350 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $2.9 |
| SEI INVESTMENTS DISTRIBUTION CO. | OAKS-PA-USA | $0.6 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $4.8 |
| Retail SMA AUM | $3.7 |
| Institutional SMA AUM | $1.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 78% | $3.7 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 3% | $0.1 |
| Sovereign | 0% | $0.0 |
| IG Credit | 10% | $0.5 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 4% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 4% | $0.2 |
| Other | 0% | $0.0 |
| Total | 100% | $4.8 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| M&P VENTURES FUND I GP, LLC | $0.0 | - |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
14 active
| Name | Title |
|---|---|
| HENNEMAN, MARK, LARRY | CHIEF EXECUTIVE OFFICER & CHAIRMAN OF THE BOARD, TRUSTEE |
| ADAMS, ANDREW, ROBERT | CHIEF INVESTMENT OFFICER, EXECUTIVE VICE PRESIDENT AND DIRECTOR |
| JOHNSON, GLENN, EARL | SENIOR VICE PRESIDENT, DIRECTOR OF INSTITUTIONAL ASSET MANAGEMENT & DIRECTOR |
| MAIRS, ROBERT, WILLIAM | PRESIDENT, CHIEF COMPLIANCE OFFICER, GENERAL COUNSEL, SECRETARY AND DIRECTOR |
| EARLEY, KEVIN, VINCENT | VICE PRESIDENT, INVESTMENT MANAGER & DIRECTOR |
| JOHNSON, PETER, JAMES | VICE PRESIDENT AND INVESTMENT MANAGER |
| MILLER, JUSTIN, MARK | VICE PRESIDENT AND DIRECTOR OF INDIVIDUAL ASSET MANAGEMENT & DIRECTOR |
| GILBERTSON, MELISSA, MARY-ELIZABETH | CHIEF OPERATING OFFICER |
| THOMPSON, ROBERT, WAYNE | VICE PRESIDENT, DIRECTOR OF FIXED INCOME |
| ODEGAARD, LUKE, ANDREW | TREASURER |
| STROM, CHRISTOPHER, DOUGLAS | INVESTMENT MANAGER |
| HOWARD, SCOTT, DEAN | VICE PRESIDENT AND INVESTOR RELATIONS MANAGER |
ADVDB.CO • SOURCE: SEC
Representatives
12 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| HILARY SWEENEY | ST. PAUL | MN | S66|2019-01-23 | CERTIFIED FINANCIAL PLANNER | |||||
| GLENN JOHNSON | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | ||||||
| PETER JOHNSON | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST | ||||||
| ROBERT THOMPSON | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST | ||||||
| KIMBERLEY BECKER | ST. PAUL | MN | S66|2001-09-12|S65|2023-12-08 | ||||||
| CHRISTOPHER STROM | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST | ||||||
| MARK HENNEMAN | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | ||||||
| LISA KELLY | ST. PAUL | MN | S63|2008-03-31|S65|2012-05-23 | ||||||
| KEVIN EARLEY | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST | ||||||
| PATRICK FARLEY | ST. PAUL | MN | S63|1994-01-28 | CHARTERED FINANCIAL ANALYST | |||||
| ANDREW ADAMS | ST. PAUL | MN | S63|1994-12-02 | CHARTERED FINANCIAL ANALYST|CHARTERED INVESTMENT COUNSELOR | |||||
| JUSTIN MILLER | ST. PAUL | MN | CHARTERED FINANCIAL ANALYST | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-03-06 | $11.0 | $0.0 | 0% | 50 | 0 | 0% |
| 2024-04-02 | $11.0 | $0.0 | 0% | 50 | 0 | 0% |
| 2023-04-04 | $9.7 | $1.2 | 13% | 44 | 6 | 14% |
| 2022-04-01 | $12.4 | -$1.5 | -12% | 46 | 4 | 9% |
| 2021-04-05 | $10.4 | $0.6 | 5% | 44 | 6 | 14% |
| 2020-04-01 | $10.1 | $0.9 | 8% | 44 | 6 | 14% |
| 2019-04-01 | $8.6 | $2.4 | 27% | 43 | 7 | 16% |
| 2018-04-02 | $9.9 | $1.1 | 11% | 42 | 8 | 19% |
| 2017-04-01 | $8.9 | $2.1 | 23% | 38 | 12 | 32% |
| 2016-04-01 | $7.7 | $3.2 | 42% | 36 | 14 | 39% |
| 2015-04-01 | $8.4 | $2.6 | 31% | 35 | 15 | 43% |
| 2014-04-01 | $7.7 | $3.2 | 42% | 35 | 15 | 43% |
| 2013-04-01 | $5.2 | $5.8 | 112% | 30 | 20 | 67% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| MN, AZ-02/10/2005, CA-12/08/1998, CO-03/31/2017, FL-10/23/1995, IL-03/18/2008, LA-03/28/2024, MA-03/29/2018, MN-11/16/1953, NH-03/30/2011, NY-04/03/2012, PA-03/26/2015, SD-03/29/2018, TX-04/16/1999, WA-05/01/2017, WI-10/27/2003 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (RIC) PORTFOLIO MANAGEMENT (POOLS) PORTFOLIO MANAGEMENT (SMB) |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV