OKABENA INVESTMENT SERVICES INC
CRD #111162 SEC #801-47929 MINNEAPOLIS, MN 612-339-7151
SEC Registered Private Funds
Total AUM
$1.8B
Discretionary
$1.7B
Employees
18
Clients
--
Accounts
303
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $1.8B | $1.7B | $171.3M | 18 | 8 |
| Mar 2025 | $1.8B | $1.7B | $171.3M | 18 | 8 |
| Mar 2024 | $1.7B | $1.6B | $160.5M | 17 | 8 |
| Mar 2024 | $1.7B | $1.6B | $160.5M | 17 | 8 |
| Mar 2023 | $1.5B | $1.4B | $118.7M | 16 | 8 |
| Mar 2022 | $1.7B | $1.6B | $128.1M | 15 | 8 |
| Apr 2021 | $1.4B | $1.3B | $140.7M | 14 | 8 |
| Mar 2021 | $1.4B | $1.3B | $140.7M | 14 | 8 |
| Jun 2020 | $1.4B | $1.3B | $87.2M | 14 | 11 |
| Mar 2020 | $1.4B | $1.3B | $87.2M | 14 | 11 |
| Aug 2019 | $1.4B | $1.3B | $77.1M | 14 | 6 |
| Mar 2019 | $1.4B | $1.3B | $77.1M | 14 | 6 |
| Oct 2018 | $1.5B | $1.4B | $85.6M | 14 | 2 |
| Jul 2018 | $1.5B | $1.4B | $85.6M | 14 | 2 |
| Mar 2018 | $1.5B | $1.4B | $85.6M | 14 | 2 |
| Mar 2018 | $1.5B | $1.4B | $85.6M | 14 | 117 |
| Mar 2017 | $1.4B | $1.3B | $76.9M | 13 | 100 |
| Jul 2016 | $1.4B | $1.3B | $75.5M | 13 | 107 |
| May 2016 | $1.4B | $1.3B | $75.5M | 13 | 107 |
| Mar 2016 | $1.4B | $1.3B | $75.5M | 13 | 107 |
| Jul 2015 | $1.3B | $1.3B | $0 | 12 | 26 |
| Mar 2015 | $1.3B | $1.3B | $0 | 12 | 26 |
| Jul 2014 | $1.4B | $1.4B | $0 | 13 | 26 |
| May 2014 | $1.4B | $1.4B | $0 | 13 | 26 |
| Mar 2014 | $1.4B | $1.4B | $0 | 13 | 26 |
| Aug 2013 | $1.3B | $1.3B | $0 | 10 | 26 |
| Apr 2013 | $1.3B | $1.3B | $0 | 10 | 26 |
| Apr 2013 | $1.4B | $1.4B | $0 | 10 | 26 |
| Mar 2013 | $1.4B | $1.4B | $0 | 10 | 26 |
| Jun 2012 | $1.3B | $1.3B | $0 | 6 | 26 |
| May 2012 | $1.3B | $1.3B | $0 | 6 | 26 |
| Mar 2012 | $1.3B | $1.3B | $0 | 6 | 26 |
| Mar 2011 | $1.2B | $1.2B | $0 | 10 | -- |
| Mar 2010 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2009 | $1B | $1B | $0 | 10 | -- |
| Mar 2007 | $1.4B | $1.4B | $0 | 10 | -- |
| Mar 2006 | $1.3B | $1.3B | $0 | 10 | -- |
| Mar 2004 | $1.1B | $1.1B | $0 | 10 | -- |
| Mar 2002 | $1.1B | $1.1B | $0 | 10 | -- |
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$171.3M
Employees18
Clients8
DateMar 2025
Total AUM$1.8B
Discretionary$1.7B
Non-Disc.$171.3M
Employees18
Clients8
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$160.5M
Employees17
Clients8
DateMar 2024
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$160.5M
Employees17
Clients8
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$118.7M
Employees16
Clients8
DateMar 2022
Total AUM$1.7B
Discretionary$1.6B
Non-Disc.$128.1M
Employees15
Clients8
DateApr 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$140.7M
Employees14
Clients8
DateMar 2021
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$140.7M
Employees14
Clients8
DateJun 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$87.2M
Employees14
Clients11
DateMar 2020
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$87.2M
Employees14
Clients11
DateAug 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$77.1M
Employees14
Clients6
DateMar 2019
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$77.1M
Employees14
Clients6
DateOct 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$85.6M
Employees14
Clients2
DateJul 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$85.6M
Employees14
Clients2
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$85.6M
Employees14
Clients2
DateMar 2018
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$85.6M
Employees14
Clients117
DateMar 2017
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$76.9M
Employees13
Clients100
DateJul 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$75.5M
Employees13
Clients107
DateMay 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$75.5M
Employees13
Clients107
DateMar 2016
Total AUM$1.4B
Discretionary$1.3B
Non-Disc.$75.5M
Employees13
Clients107
DateJul 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients26
DateMar 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees12
Clients26
DateJul 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients26
DateMay 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients26
DateMar 2014
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees13
Clients26
DateAug 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients26
DateApr 2013
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients26
DateApr 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients26
DateMar 2013
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients26
DateJun 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients26
DateMay 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2009
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$1.4B
Discretionary$1.4B
Non-Disc.$0
Employees10
Clients--
DateMar 2006
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--
DateMar 2002
Total AUM$1.1B
Discretionary$1.1B
Non-Disc.$0
Employees10
Clients--