CHERRY TREE INVESTMENTS INC
CRD #106799 SEC #801-47613 MINNETONKA, MN 952-893-9012
SEC Registered
Total AUM
$54.4M
Discretionary
$54.4M
Employees
10
Clients
--
Accounts
3
Firm Details
- Organization Type
- Corporation
- State of Formation
- --
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 8, 2005
- Branch Offices
- --
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ATKINS, WAYNE, HALLEEN | I | CHIEF OPERATING OFFICER | NA | |
| BORTNEM, JANE, MARIE | I | CHIEF COMPLIANCE OFFICER, VP FINANCE | NA | |
| BORTNEM, JANE, MARIE | I | CHIEF COMPLIANCE OFFICER, VP FINANCE | NA | |
| BORTNEM, JANE, MARIE | I | CHIEF COMPLIANCE OFFICER, VP FINANCE | NA | |
| BORTNEM, JANE, MARIE | I | CHIEF COMPLIANCE OFFICER, VP FINANCE | NA | |
| BORTNEM, JANE, MARIE | I | CHIEF COMPLIANCE OFFICER, VP FINANCE | NA | |
| BORTNEM, JANE, MARIE | I | CHIEF COMPLIANCE OFFICER, CFO | NA | |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | NA | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | NA | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | NA | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | NA | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | NA | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | NA | Control |
| ADAM SMITH COMPANIES, LLC | DE | OWNER | D | Control |
| ADAM SMITH COMPANIES, LLC | DE | OWNER | D | Control |
| ADAM SMITH COMPANIES, LLC | DE | OWNER | D | Control |
| ADAM SMITH COMPANIES, LLC | DE | OWNER | D | Control |
| ADAM SMITH COMPANIES, LLC | DE | OWNER | D | Control |
| ADAM SMITH COMPANIES, LLC | DE | OWNER | D | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | D | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | D | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | D | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | D | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | CHAIRMAN | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT, CEO, DIRECTOR | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT | D | Control |
| STOFER, GORDON, FAIRCHILD | I | PRESIDENT | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| CHRISTIANSON, ANTON, JOSEPH | I | ADAM SMITH COMPANIES, LLC | E | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | ADAM SMITH COMPANIES, LLC | E | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | ADAM SMITH COMPANIES, LLC | E | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | ADAM SMITH COMPANIES, LLC | E | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | ADAM SMITH COMPANIES, LLC | E | Control |
| CHRISTIANSON, ANTON, JOSEPH | I | ADAM SMITH COMPANIES, LLC | E | Control |
Registrations
Federal
IA
Sep 8, 2005 REGISTERED
Notice Filings (2)
MN TX
Address
301 CARLSON PARKWAYSUITE 103
MINNETONKA, MN 55305
USA
Phone: 952-893-9012