The Advocate Group

The Advocate Group, LLC is an SEC-registered investment adviser in Minnetonka, MN, registered since 2011. The firm manages $810 million in assets, with $808...

The Advocate Group

The Advocate Group, LLC is an SEC-registered investment adviser in Minnetonka, MN, registered since 2011. The firm manages $810 million in assets, with $808 million on a discretionary basis. It has 17 employees and 11 investment advisers.

linkedin.com/company/the-advocate-group-llc

General information

Firm type

Single Family Office

Location

Region

North America

Country

United States

Corporate office

United States

Who controls The Advocate Group?

No controlling principal or family has been publicly named. The firm is registered as a limited liability company in the United States, but ownership details are not available in public filings or media reports (public record).

What is the wealth origin behind The Advocate Group?

The source of wealth is not disclosed. No family name, industry connection, or fortune origin has been linked to the firm in public records (public record).

Does The Advocate Group invest in external funds or direct deals?

The firm's investment approach is not publicly documented. There are no known fund commitments, direct investments, or co-investment partnerships attributed to The Advocate Group (public record).

How large is The Advocate Group's portfolio?

AUM and deployment figures are not publicly available. The firm has not reported any asset size or investment volume (public record).

Is The Advocate Group related to any other investment entities?

No related entities, spinouts, or affiliates have been publicly identified. The firm appears to operate as a standalone entity (public record).

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