Nicholas Treat is a registered investment advisor at Tonka Capital Partners, LLC, based in Minnetonka, MN, with 7 years of industry experience. Nicholas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tonka Capital Partners receives an annual management fee from each client. The amount and calculation method are determined by Tonka and may be negotiable. Clients are invoiced quarterly in advance. Employees and certain business associates may be exempt from a portion of the management fees. The pooled investment vehicle and separately managed account also bear certain expenses related to their activities and investments.
Location
130 Cheshire Lane, Suite 175, Minnetonka, MN, 55305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tonka Capital Partners, LLC
State Registrations1 state
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