RIA · CRD 173790SEC-Registered

Updated:

Midwest Financial Partners

MIDWEST FINANCIAL PARTNERS is an SEC-registered investment adviser in ST. CLOUD, MN, registered since 2014. The firm manages $1.5 billion in regulatory assets...

Midwest Financial Partners

MIDWEST FINANCIAL PARTNERS is an SEC-registered investment adviser in ST. CLOUD, MN, registered since 2014. The firm manages $1.5 billion in regulatory assets under management, $1.5 billion on a discretionary basis. It has 30 employees and 9 investment advisers.

General information

Firm type

RIA

Location

Region

North America

Country

United States

Frequently asked questions

Who runs investment decisions at Midwest Financial Partners?

The firm does not publicly disclose its investment leadership. As a family office with no known public communications, principals remain anonymous. Typically, such firms are run by a family member or a trusted advisor (per standard family office practice).

How does Midwest Financial Partners source proprietary deal flow?

There is no public information on deal sourcing. The firm likely relies on network relationships typical of Midwestern family offices, including local advisors, banks, and direct peer connections. Proprietary deal flow, if any, is not documented.

Is Midwest Financial Partners structured as a single family office or a multi-family office?

The firm's structure is not publicly confirmed. The name 'Midwest Financial Partners' could imply a multi-client arrangement, but without official disclosure, both single-family and multi-family structures remain possible.

Does Midwest Financial Partners invest in fund commitments or only direct deals?

The firm's investment vehicle preferences are undisclosed. Family offices of this size and profile may participate in limited partnership fund commitments, direct co-investments, or both, but no specific pattern is known.

What investment stages does Midwest Financial Partners typically target?

Stage preferences are not publicly documented. Given the firm's likely conservative posture, it may favor later-stage or income-generating assets, but this is speculation. No stage-specific investments have been identified.

Profile maintained by 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.

Need institutional-grade insight on registered investment advisers?

Altss delivers:

Principals with verified direct contactsAllocation history by asset classOSINT-derived deal signals
Book a demo

Prefer a guided tour?

We’ll walk you through:

Interactive funding timelinesCustom mandate & allocation filters
Book a demo

Browse by category

More RIA profiles