CUSTOM FUNDS MANAGEMENT LLC

CUSTOM FUNDS MANAGEMENT LLC is an SEC-registered investment adviser (CRD 153698). Regulatory assets under management: $22.3M.

Registration

• CRD: 153698
• Type: Registered investment adviser
• Phone: 612-720-5170
• Latest filing: 2026-02-20
• Regulatory AUM: $22.3M
• Discretionary AUM: $22.3M
• Clients: 2
• Accounts: 92

Business model

Compensation: % of AUM, Hourly, Performance.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 153698 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search