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Asset ManagerRIA · CRD 322562State-Registered Investment Adviser

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Thompson Financial Transitions

Thompson Financial Transitions Inc. is a state-registered investment adviser in White Bear Lake, MN. The firm manages approximately $47 million in regulatory...

Overview

Thompson Financial Transitions Inc. is a state-registered investment adviser in White Bear Lake, MN. The firm manages approximately $47 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Asset Manager

Frequently asked questions

How does the firm source investment opportunities for newly liquid clients?

Thompson Financial Transitions accesses institutional separate accounts, direct co-investment vehicles, and private market funds through its existing relationships with asset managers and private banks. It does not operate an in-house venture capital arm or proprietary fund-of-funds, relying instead on a curated roster of third-party managers for private equity, real estate, and private credit exposure. Direct co-investment opportunities are sourced through the firm's network of law firms and corporate executives.

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