The Clifton Group Investment Management Company (Minneapolis)

The Clifton Group Investment Management Company is a large advisory firm based in Minneapolis. It manages $30.9 billion of regulatory assets for 172 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.

The Clifton Group Investment Management Company provides portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and publication of newsletters. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

The Clifton Group Investment Management Company: assets under management

The assets under management (AUM) of The Clifton Group Investment Management Company is $30.9 billion. The firm's AUM has grown by 114% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $25.83 billion in discretionary accounts and $5.07 billion in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $160.45 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $460.48 million.

The Clifton Group Investment Management Company has custody of $409.48 million in cash and securities for 6 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay The Clifton Group Investment Management Company for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at The Clifton Group Investment Management Company

Rosemary Janousek has been acting as President since 1 Apr 1978. 2010 Michael E. Dougherty Irrevocable Trust Agreement Dated December 20th joined the executive team most recently as the Non Voting Shareholder Trust.

Direct owners and executive officers

Indirect Owners

The SEC currently registers 1 indirect owner.

Based in Minneapolis

The principal office where The Clifton Group Investment Management Company performs its advisory services is located at 3600 Minnesota Drive, Minneapolis, MN 55435, which is also the mailing address of the firm. An additional office of the firm is in Aldie, VA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [612] 870-8800 or by fax [952] 767-7701. The normal business hours are 7:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at thecliftongroup.com.

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