Investment adviser · CRD 106746
DISCIPLINED GROWTH INVESTORS INC
Investment adviser filing (IA)
MINNEAPOLIS, MN, United States · Form ADV filed Mar 27, 2026
- Regulatory AUM
- $5.48B Form ADV · Item 5.F
- Client accounts
- 144 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 10 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Pooled investment vehicles | 9 | $1,450,055,975 | 26.5% |
| High-net-worth individuals | 102 | $1,404,516,646 | 25.6% |
| Charities | 11 | $1,140,105,012 | 20.8% |
| Investment companies | 1 | $570,578,201 | 10.4% |
| Retirement plans | 8 | $362,610,304 | 6.6% |
| Government entities | Fewer than 5 | $256,556,684 | 4.7% |
| Other investment advisers | Fewer than 5 | $185,517,233 | 3.4% |
| Corporations & businesses | 6 | $112,250,893 | 2.0% |
Filing source
Form ADV 2062333 · Mar 27, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
3 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
COMPASS INVESTORS LPHedge Fund · Last reported Mar 27, 2026$644MGross asset value
Form D fundraising filings
COMPASS INVESTORS LP (A NY LP)
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-8566220547
- Reported beneficial owners
- 90
- Minimum commitment
- $250K
- Form D file number
- 021-128305
Form ADV 2062333 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
NAVIGATOR INVESTORS LPOther Private Fund · Last reported Mar 27, 2026$348MGross asset value
Form D fundraising filings
Provider details
- Annual audit
- Yes
- Prime brokers
- No
- Custodians
- Yes
- Administrator other than the adviser
- No
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
Fund details & source
- Fund ID
- 805-2754664186
- Reported beneficial owners
- 100
- Minimum commitment
- $50K
- Form D file number
- 021-153510
Form ADV 2062333 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
THE OUTLIER FUND, L.P.Hedge Fund · Last reported Mar 27, 2026$45.8MGross asset value
Feeder funds
- THE OUTLIER OFFSHORE FUND LTD
Provider details
- Annual audit
- Yes
- Prime brokers
- Yes
- Custodians
- Yes
- Administrator other than the adviser
- Yes
- External marketing
- No
PLANTE & MORAN, PLLC
PCAOB 166
NATIONAL FINANCIAL SERVICES LLC
SEC 8-26740
NATIONAL FINANCIAL SERVICES LLC
CRD 13041 · SEC 8-26740
Fund details & source
- Fund ID
- 805-1915312309
- Reported beneficial owners
- 22
- Minimum commitment
- $250K
- Form D file number
- 021-478965
Form ADV 2062333 · Mar 27, 2026 · Schedule D 7.B.(1)
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Services & filing details
Most recent filing: Mar 27, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Pooled investment vehicle management · Business portfolio management
Compensation
Percentage of assets · Performance-based
Principal office
150 SOUTH FIFTH STREET, SUITE 2550MINNEAPOLIS, MN, 55402-1227, United States
CRD 106746
Filing source
Form ADV 2062333 · Mar 27, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.