Monday, June 1, 2026

Family Office Real Estate Daily · Family Office Directory

Minnesota Family Offices

9
Firms
$20.4B
Total tracked AUM
$10.1B
Largest single firm
8 / 1
Multi / Single

Largest by reported AUM in Minnesota: Fiduciary Counselling Inc..

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FirmAUMContactSite
Fiduciary Counselling Inc.
Multi-Family Office · St Paul
$10.1B Email + phone
Clearwater Management Co. Inc.
Multi-Family Office · St Paul
$4.7B Phone
Jnba Financial Advisors, LLC
Multi-Family Office · Bloomington
$2.0B Email + phone
Midwest Financial Partners
Multi-Family Office · St. Cloud
$1.5B Email + phonevisit
Dsg Capital Advisors, LLC
Multi-Family Office · Edina
$780M Email + phonevisit
Deepwater Asset Management, LLC
Multi-Family Office · Minneapolis
$627M Phone
Abbey Street
Multi-Family Office · Eden Prairie
$375M Phone
Petros Family Wealth, LLC
Multi-Family Office · Bloomington
$342M Email + phonevisit
Kopp Family Office, LLC
Single-Family Office · Minnetonka
n/d Phone

Source: SEC Form ADV / IAPD. AUM figures are as last reported and may be estimates; verify before acting. Contact details are revealed to verified members only and provided for professional outreach.