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Lundeen Abrams Advisors
LUNDEEN ABRAMS ADVISORS, LLC is an SEC-registered investment adviser in MINNETONKA, MN. The firm manages approximately $21 million in regulatory assets.
Lundeen Abrams Advisors
LUNDEEN ABRAMS ADVISORS, LLC is an SEC-registered investment adviser in MINNETONKA, MN. The firm manages approximately $21 million in regulatory assets. It has 2 employees and 2 investment advisers.
General information
Firm type
Single Family Office
Year founded
2014
Location
Region
North America
Country
United States
City
Minnetonka
Corporate office
Minneapolis, MN, United States
Principals
Brent Lundeen
Co-Founder & Managing Partner
Dan Abrams
Co-Founder & Managing Partner
Sector focus
Frequently asked questions
Who runs investment decisions at Lundeen Abrams Advisors?
Investment decisions are made by co-founders Brent Lundeen and Dan Abrams. Lundeen is the former CEO and co-founder of Magnet 360, the Salesforce consulting firm whose sale to Mindtree in 2016 funded the family office. The firm does not publicly list an investment committee beyond the two managing partners.
Where does the underlying wealth come from?
The capital originates entirely from Mindtree's acquisition of Magnet 360 in April 2016. Mindtree paid approximately $100 million in a combination of cash, stock, and earn-outs (per Mindtree regulatory filing, 2016). Brent Lundeen was the co-founder and CEO of Magnet 360 prior to the sale.
Is Lundeen Abrams structured as a single family office or does it operate more like a venture firm?
It is a single-family office managing proprietary capital exclusively. The firm does not raise outside funds, does not report to external limited partners, and has not registered as an investment adviser with the SEC. Its investment activity reflects a concentrated family-office mandate, not a venture firm with institutional LP obligations.
Does Lundeen Abrams participate in fund commitments or only direct deals?
The firm pursues both direct investments and fund commitments. Direct investments tend to cluster in enterprise software and business services — categories where Lundeen has operating experience — while fund commitments expand exposure into geographies or asset classes beyond the firm's direct-sourcing capabilities in the Upper Midwest.
Which sectors does Lundeen Abrams typically target?
The firm concentrates on enterprise software, technology-enabled business services, and real estate. Direct technology investments skew toward the Salesforce and cloud-services channel where the principals have operator expertise. Real estate holdings are concentrated in Minnesota and the Great Lakes region.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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