ENVOI LLC
CRD #149436 SEC #801-69927 MINNEAPOLIS, MN 952-358-6260
SEC Registered
Total AUM
$2.6B
Discretionary
$2.6B
Employees
12
Clients
26
Accounts
1,438
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $2.8B | $2.8B | $0 | 10 | 0 |
| Jan 2024 | $2.6B | $2.6B | $0 | 12 | 0 |
| Jan 2024 | $2.6B | $2.6B | $0 | 12 | 0 |
| Mar 2023 | $2.6B | $2.6B | $0 | 12 | 0 |
| Mar 2023 | $2.6B | $2.6B | $0 | 12 | 0 |
| Mar 2023 | $2.6B | $2.6B | $0 | 12 | 0 |
| Mar 2022 | $3.1B | $3.1B | $0 | 13 | 0 |
| Feb 2021 | $2.3B | $2.3B | $0 | 13 | 0 |
| Jun 2020 | $2.1B | $2.1B | $0 | 14 | 0 |
| Mar 2020 | $2.1B | $2.1B | $0 | 14 | 0 |
| Mar 2019 | $1.7B | $1.7B | $0 | 13 | 0 |
| Mar 2018 | $1.6B | $1.6B | $0 | 14 | 0 |
| Mar 2017 | $1.3B | $1.3B | $0 | 10 | 26 |
| Mar 2016 | $1.3B | $1.3B | $0 | 10 | 26 |
| Mar 2015 | $1.2B | $1.2B | $0 | 9 | 26 |
| Mar 2015 | $1.2B | $1.2B | $0 | 9 | 26 |
| Mar 2014 | $1B | $1B | $0 | 7 | 26 |
| Feb 2014 | $855.2M | $855.2M | $0 | 7 | 26 |
| Nov 2013 | $855.2M | $855.2M | $0 | 7 | 26 |
| Apr 2013 | $855.2M | $855.2M | $0 | 7 | 26 |
| Mar 2012 | $855M | $855M | $0 | 6 | 26 |
| Mar 2011 | $325M | $325M | $0 | 10 | -- |
| Mar 2011 | $325M | $325M | $0 | 10 | -- |
| Apr 2009 | $209.8M | $209.8M | $0 | 5 | -- |
| Feb 2009 | $209.8M | $209.8M | $0 | 5 | -- |
DateMar 2024
Total AUM$2.8B
Discretionary$2.8B
Non-Disc.$0
Employees10
Clients0
DateJan 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees12
Clients0
DateJan 2024
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees12
Clients0
DateMar 2023
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees12
Clients0
DateMar 2022
Total AUM$3.1B
Discretionary$3.1B
Non-Disc.$0
Employees13
Clients0
DateFeb 2021
Total AUM$2.3B
Discretionary$2.3B
Non-Disc.$0
Employees13
Clients0
DateJun 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2020
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$0
Employees14
Clients0
DateMar 2019
Total AUM$1.7B
Discretionary$1.7B
Non-Disc.$0
Employees13
Clients0
DateMar 2018
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees14
Clients0
DateMar 2017
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients26
DateMar 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees10
Clients26
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients26
DateMar 2015
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients26
DateMar 2014
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees7
Clients26
DateFeb 2014
Total AUM$855.2M
Discretionary$855.2M
Non-Disc.$0
Employees7
Clients26
DateNov 2013
Total AUM$855.2M
Discretionary$855.2M
Non-Disc.$0
Employees7
Clients26
DateApr 2013
Total AUM$855.2M
Discretionary$855.2M
Non-Disc.$0
Employees7
Clients26
DateMar 2012
Total AUM$855M
Discretionary$855M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$325M
Discretionary$325M
Non-Disc.$0
Employees10
Clients--
DateApr 2009
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$209.8M
Discretionary$209.8M
Non-Disc.$0
Employees5
Clients--