ONWARD INVESTORS, LLC
Legal name: ONWARD INVESTORS
CRD #335825 SEC #802-132872 MINNETONKA, MN (952) 426-7087
State Registered Exempt Reporting Private Funds
Total AUM
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Discretionary
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Employees
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Clients
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Accounts
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Firm Details
- Organization Type
- --
- State of Formation
- --
- Fiscal Year End
- --
- Registration Date
- --
- Latest Filing
- Apr 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LANNERS, JONATHAN, WILLIAM | I | PARTNER | NA | Control |
| LUNDE, STEPHANIE, MARIE | I | PARTNER | NA | Control |
| PETERSON, MARK, ALLEN | I | PARTNER | NA | Control |
| Schmitt, Scott, Jerome | I | MANAGING PARTNER | NA | Control |
| OI HOLDCO, LLC | DE | MANAGING MEMBER | E | Control |
Registrations
Federal
ERA
Apr 28, 2025 REGISTERED
Address
10900 WAYZATA BLVD., SUITE 700MINNETONKA, MN 55305
United States
Phone: (952) 426-7087