# DGV Solutions LP

> DGV Solutions LP is an SEC-registered investment advisory firm in Minnetonka, MN, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 12, 2026.

- CRD: 174379
- Filed as: DGV SOLUTIONS LP
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: March 12, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/174379
- AdvisorCensus page: https://advisorcensus.com/firm/dgv-solutions-lp-minnetonka-mn-174379

## Quick answers

**How is DGV Solutions LP compensated?**
On its Form ADV (Item 5.E, October 2026), DGV Solutions LP reports these compensation arrangements: a percentage of assets under its management.

**Where is DGV Solutions LP located?**
DGV Solutions LP's principal office is in Minnetonka, MN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is DGV Solutions LP registered with the SEC or a state?**
DGV Solutions LP is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 174379.

**How much does DGV Solutions LP manage?**
DGV Solutions LP reports $944,441,114 in regulatory assets under management in its Form ADV filing dated March 12, 2026 (76% discretionary).

**How have DGV Solutions LP's assets and staff changed since 2021?**
In the Form ADV data for DGV Solutions LP: Regulatory assets under management: $854,782,708 in the October 2021 data and $944,441,114 in the October 2026 data, up 10%. Total employees: 10 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does DGV Solutions LP serve?**
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does DGV Solutions LP use?**
DGV Solutions LP's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Northern Trust Securities, Inc. and The Northern Trust Company as custodians holding 10% or more of its separately managed account assets.

**Does DGV Solutions LP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/174379

**What changed in DGV Solutions LP's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $838,939,702 to $944,441,114 (+13%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Northern Trust Securities, Inc.
- The Northern Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $944,441,114
- Discretionary: $721,959,944
- Non-discretionary: $222,481,170

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $770,053,554 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | Fewer than 5 | $174,387,560 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- West Palm Beach, FL

### Websites listed on Form ADV (Item 1.I)
- dgvlp.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $854,782,708 | 10 | March 17, 2021 |
| October 2022 | $1,220,153,185 | 11 | March 21, 2022 |
| October 2023 | $870,600,072 | 8 | March 24, 2023 |
| October 2024 | $781,901,668 | 7 | March 12, 2024 |
| October 2025 | $838,939,702 | 6 | March 21, 2025 |
| October 2026 | $944,441,114 | 6 | March 12, 2026 |

Regulatory assets under management: $854,782,708 in the October 2021 data and $944,441,114 in the October 2026 data, up 10%.
Total employees: 10 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $838,939,702 to $944,441,114 (+13%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. DGV Solutions LP (CRD 174379): Form ADV filing data as of October 2026.