Investment adviser · CRD 112087
TIS GROUP INC
Investment adviser filing (IA)
T I S GROUP INC
NORTH OAKS, MN, United States · Form ADV filed Apr 1, 2021
- Regulatory AUM
- $185M Form ADV · Item 5.F
- Client accounts
- 110 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 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 |
|---|---|---|---|
| Insurance companies | 1 | $165,000,000 | 89.4% |
| High-net-worth individuals | 8 | $10,482,100 | 5.7% |
| Individuals | 56 | $9,062,900 | 4.9% |
Filing source
Form ADV 1527809 · Apr 1, 2021 · 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
0 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.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 1, 2021. View historical filings
Reported services
Individual portfolio management · Business portfolio management · Publication of newsletters
Compensation
Percentage of assets · Subscription · Fixed · Performance-based
Principal office
100 VILLAGE CENTER DRIVE, SUITE 260NORTH OAKS, MN, 55127-3024, United States
CRD 112087
Filing source
Form ADV 1527809 · Apr 1, 2021 · 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.