PRAIRIEVIEW PARTNERS, LLC

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Prairieview Partners is based out of St. Paul. Prairieview Partners is a large advisory firm with 324 clients and discretionary assets under management (AUM) of $656,484,087 (Form ADV from 2020-06-02). Their last reported 13F filing for Q2 2020 included $452,851,000 in managed 13F securities and a top 10 holdings concentration of 64.47%. Prairieview Partners's largest holding is Vanguard Total Stock Market ETF with shares held of 406,548. Whalewisdom has at least 12 13F filings

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06/30/2020

13F Activity

  • Market Value $452.851 Million
  • Prior Market Value $397.026 Million
  • New Purchases8 stocks
  • Additional Purchases54 stocks
  • Sold out of8 stocks
  • Reduced holdings in52 stocks
  • Top 10 Holdings % 64.47 %
  • Turnover % [1]:5.23%
  • Turnover Alt % [2]: 3.74 %
  • Time Held Top20:9.05 quarters
  • Time Held Top10:9.10 quarters
  • Time Held All:2.51 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

06/30/2020

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-05-15

Performance for Q1 2020: 19.94%
Performance Last 4 Quarters: -9.92%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

PRAIRIEVIEW PARTNERS, LLC
2250 TOWN SQUARE TOWER 445 MINNESOTA STREET
ST. PAUL MN    55101
Country: United States

Business Phone: 651-233-1100
Fax: 651-304-1555
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WY
Number of employees: 14
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 324
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Form 4 - Recent Insider Transactions

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PRAIRIEVIEW PARTNERS, LLC

ownership team - last updated 2020-06-02
Name Title Start Date Direct/Indirect % Ownership
JARANSON, JONATHAN, MARK MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
IRWIN, TOM, MONTE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
SCHAFFER, KRISTY, MICHELLE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
AYLIN III, ROBERT, NORMAN MEMBER/CHIEF COMPLIANCE OFFICER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER/CHIEF COMPLIANCE OFFICER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-11-01

PRAIRIEVIEW PARTNERS, LLC

ownership team - last updated 2020-03-13
Name Title Start Date Direct/Indirect % Ownership

PRAIRIEVIEW PARTNERS, LLC

ownership team - last updated 2019-11-15
Name Title Start Date Direct/Indirect % Ownership
JARANSON, JONATHAN, MARK MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
IRWIN, TOM, MONTE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
SCHAFFER, KRISTY, MICHELLE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
AYLIN III, ROBERT, NORMAN MEMBER/CHIEF COMPLIANCE OFFICER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER/CHIEF COMPLIANCE OFFICER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-11-01

PRAIRIEVIEW PARTNERS, LLC

ownership team - last updated 2019-03-14
Name Title Start Date Direct/Indirect % Ownership
JARANSON, JONATHAN, MARK MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
IRWIN, TOM, MONTE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
SCHAFFER, KRISTY, MICHELLE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
AYLIN III, ROBERT, NORMAN MEMBER/CHIEF COMPLIANCE OFFICER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER/CHIEF COMPLIANCE OFFICER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-11-01

PRAIRIEVIEW PARTNERS, LLC

ownership team - last updated 2017-10-24
Name Title Start Date Direct/Indirect % Ownership
JARANSON, JONATHAN, MARK MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
IRWIN, TOM, MONTE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
SCHAFFER, KRISTY, MICHELLE MEMBER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER direct 2007-11-01
AYLIN III, ROBERT, NORMAN MEMBER/CHIEF COMPLIANCE OFFICER 11/01/2007 Direct 25 - 50%
Fund Name Position direct/indirect start date end date
GHI WEALTH PARTNER/CHIEF COMPLIANCE OFFICER direct 2007-11-01
PRAIRIEVIEW PARTNERS, LLC MEMBER/CHIEF COMPLIANCE OFFICER direct 2007-11-01

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