BLUM CAPITAL MANAGEMENT, LLC

BLUM CAPITAL MANAGEMENT, LLC of BRAINERD, MN is an SEC-registered investment adviser (CRD 316552). Regulatory assets under management: $60.7M.

Registration

• CRD: 316552
• Type: Registered investment adviser
• Location: 724 WEST WASHINGTON STREET, BRAINERD, MN, 56401
• Phone: 218-251-2936
• Latest filing: 2026-02-25
• Regulatory AUM: $60.7M
• Discretionary AUM: $58.7M
• Non-discretionary AUM: $2.0M
• Clients: 1
• Accounts: 335

Business model

Compensation: % of AUM, Hourly, Fixed, Other.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316552 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search