KERWIN ASSET MANAGEMENT, LLC

KERWIN ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 145906). Regulatory assets under management: $43.8M.

Registration

• CRD: 145906
• Type: Registered investment adviser
• Phone: 651-203-9841
• Latest filing: 2026-07-08
• Regulatory AUM: $43.8M
• Discretionary AUM: $43.8M
• Clients: 2
• Accounts: 113

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 145906 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search