PRAIRIEVIEW PARTNERS, LLC

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Prairieview Partners is based out of St. Paul. Prairieview Partners is a large advisory firm with 307 clients and discretionary assets under management (AUM) of $530,649,585 (Form ADV from 2018-10-01). Their last reported 13F filing for Q2 2019 included $401,369,000 in managed 13F securities and a top 10 holdings concentration of 68.81%. Prairieview Partners's largest holding is Vanguard Total Stock Market ETF with shares held of 414,080. Whalewisdom has at least 7 13F filings

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06/30/2019

13F Sector Allocation Over Time

06/30/2019

13F Activity

  • Market Value $401.369 Million
  • Prior Market Value $389.243 Million
  • New Purchases2 stocks
  • Additional Purchases29 stocks
  • Sold out of1 stock
  • Reduced holdings in13 stocks
  • Top 10 Holdings % 68.81 %
  • Turnover % [1]:6.52%
  • Turnover Alt % [2]: 2.88 %
  • Time Held Top20:5.25 quarters
  • Time Held Top10:5.10 quarters
  • Time Held All:5.43 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.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 0.33%
Performance Last 4 Quarters: -0.44%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)

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: 13
Other Business Activities: accountant or accounting firm
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 61,477,000
Total Number of Clients: 307
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 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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