Private fund adviser · Minnetonka, MN
DGV Solutions LP
SEC-registered investment adviser · CRD 174379 · SEC 801-101488
At a glance
DGV Solutions LP is an SEC-registered investment adviser based in Minnetonka, Minnesota, with $944 million in regulatory assets under management as of its Form ADV filed March 12, 2026. Its largest client group by assets is pooled investment vehicles. By Form ADV it is a private fund adviser, ranked 2,367th of 4,686 private fund advisers and 5,539th of 17,210 SEC-registered advisers by assets.
Main office 612-843-4360dgvlp.comAs filed on Form ADV
- Regulatory AUM
- $944M
- Rank among private fund advisers
- #2,367 of 4,686
- Rank among all SEC RIAs
- #5,539 of 17,210
- Rank in Minnesota
- #92 of 276
- Clients
- 2
- Accounts
- 4
- Discretionary
- 76% of AUM
- Employees
- 6
- Advisory staff
- 5
- Offices
- 2
Owners and executives on its Form ADV
- Jonathan D. HavicePresident & Chief Investment Officer
- Lance M. BreilandChief Operating Officer, General Counsel & Chief Compliance Officer
Custody and brokerage
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| Pooled investment vehicles | 2 | $770M | 82% |
| Charitable organizations | – | $174M | 18% |
Private funds
DGV Solutions LP reports 1 private funds with $548M in gross assets: other private funds (Form ADV Item 7.B).
Disciplinary disclosures
DGV Solutions LP reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses and institutions
How it’s paid
- A percentage of assets under management
Form ADV and brochures on the SEC’s adviser search ↗dgvlp.com ↗
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The full record on DGV Solutions LP
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
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- Growth over one, three and five years
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- Rank against 2,188 peers of its type and size
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- Owners and executives, with titles and stakes
- 2 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- 1Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does DGV Solutions LP manage?
DGV Solutions LP reports $944 million in regulatory assets under management across 4 accounts, 76% of it on a discretionary basis, on its Form ADV filed March 12, 2026.
What kind of firm is DGV Solutions LP?
DGV Solutions LP is a private fund adviser by its Form ADV answers. Private funds are at least half of its business by assets.
Who are DGV Solutions LP’s clients?
By assets, its largest client types are pooled investment vehicles ($770 million, 2 clients); charitable organizations ($174 million).
Does DGV Solutions LP manage private funds?
Yes. It reports 1 private funds with $548 million in gross assets, including other private funds.
Does DGV Solutions LP have any disciplinary history?
DGV Solutions LP reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is DGV Solutions LP’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-03-12), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →