C
CRD: 153698
Custom Funds Management LLC
Prior Lake, MN
6127205170
$22.3M Total AUM
$22.3M Disc. AUM
-- 3Y CAGR
2 Employees
44 ADV. Clients
16 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-19-2010
- Office Locations
- 2
Office Locations
-- Prior Lake MN
-- St. Louis Park MN
About Custom Funds Management LLC
Custom Funds Management LLC is a Prior Lake-based RIA with 2 offices. The firm has been operating for 16 years. Managing $22.3M in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers.
Team overview
60 AVG AGE
$11.2M AVG AUM / ADVISOR
$506.8K AVG AUM / CLIENT
8.9 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
16yrs Firm Age
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Owner & Executives
LEE AUGUST REDMAN
Founder
- CRD
- #5781772
- Ownership
- 75% or more
(778) 453-2858
pathway.oak@glaciercapital.com
in linkedin.com/in/meridian-pioneer
Showing 1 of 1 owners & executives
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H
Henry Luke Stokman
Senior Vice President
- CRD
- #7219019
(596) 222-8540
bridge.bridge@embercapital.com
in linkedin.com/in/oak-value
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,300,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,300,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,300,000
Equity - Exchange:
23.1% Private Funds:
5.0% Cash:
20.6% Derivatives:
26.9% U.S. Government/Agency:
5.8% Public Funds:
18.6% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $959,113,569 | 23.1% |
| Private Funds | $207,600,340 | 5.0% |
| Cash | $855,313,399 | 20.6% |
| Derivatives | $1,116,889,827 | 26.9% |
| U.S. Government/Agency | $240,816,394 | 5.8% |
| Public Funds | $772,273,263 | 18.6% |
| Total | $4,152,006,792 | 100.0% |