Alerus Financial
$974M reported client assets across 4 advisory firms in FY2024 annual amendments
Reported client assets over time
Same-firm comparison: 3 firms that reported Alerus Financial in both FY2023 and FY2024 annual amendments (ADV Item 5.K.(3)). Fiscal years come directly from the SEC filing-type table; filing dates are not used as a year-end proxy. 2017, 2018, 2019, 2020, 2021, 2022 are shown but partial — only FY2017: 2 cohort firms, FY2018: 2 cohort firms, FY2019: 2 cohort firms, FY2020: 2 cohort firms, FY2021: 2 cohort firms, FY2022: 2 cohort firms.
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Symmetry Partners, Llc. | $719M | $5.7B | 12.6% | 03/28/2025 |
| Midwest Capital Advisors, Llc | $171M | $1.1B | 15.2% | 03/18/2025 |
| Northeast Advisers Inc | $72.4M | $576M | 12.6% | 03/31/2025 |
| Contego Capital Group, Inc. | $12.1M | $73.3M | 16.5% | 03/28/2025 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.