Assets Under Management
$522.0M
Number of Clients
28
Number of Advisors
5
Average Client AUM
$18.6M
AUM per Advisor
$104.4M
Compensation
Fee-Only (AUM)
ST Capital manages equity portfolios of small and midcap companies, both domestic and foreign, with high dividend growth. They employ fundamental analysis and ESG principles. Services include separate account, commingled, and sub-advisory management. Minimum account size is $5 million for separate accounts and $1 million for commingled accounts.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $10.0M | 0.70% |
| $10.0M - $30.0M | 0.50% |
| $30.0M - $50.0M | 0.30% |
| $50M+ | 0.20% |
Fee schedule for Separately Managed and Sub-Advisory Accounts opened prior to January 1, 2025.
601 Carlson Parkway, Suite 850, Minnetonka, MN, 55305-5231