AdvisorCensus / Financial advisors / Minnesota / Minneapolis / PSC Capital Partners LLC
PSC Capital Partners LLC is an SEC-registered investment advisory firm in Minneapolis, MN, registered since 2012, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 26, 2026.
Quick answers
From the filingHow is PSC Capital Partners LLC compensated?
On its Form ADV (Item 5.E, October 2026), PSC Capital Partners LLC reports these compensation arrangements: a percentage of assets under its management; performance-based fees.
Where is PSC Capital Partners LLC located?
PSC Capital Partners LLC's principal office is in Minneapolis, MN, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).
Is PSC Capital Partners LLC registered with the SEC or a state?
PSC Capital Partners LLC is an SEC-registered investment advisory firm, registered since 2012. Status as filed: Approved. CRD 165620.
How much does PSC Capital Partners LLC manage?
PSC Capital Partners LLC reports $240,837,420 in regulatory assets under management in its Form ADV filing dated March 26, 2026 (100% discretionary).
How have PSC Capital Partners LLC's assets and staff changed since 2021?
In the Form ADV data for PSC Capital Partners LLC: Regulatory assets under management: $215,509,949 in the October 2021 data and $240,837,420 in the October 2026 data, up 12%. Total employees: 7 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does PSC Capital Partners LLC serve?
By number of clients on Form ADV Item 5.D: pooled investment vehicles (other than investment companies and business development companies) (6).
Does PSC Capital Partners LLC 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/165620
What changed in PSC Capital Partners LLC's recent Form ADV filings?
In the January 2026 filing data: No longer registered or notice-filed in NC.
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Performance-based fees
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2ASee the firm's brochure (dated March 26, 2026) for its fees and any account minimum, on the SEC's IAPD site.
Regulatory assets under management
Item 5.F$240,837,420 as of October 2026, filing dated March 26, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Portfolio management for pooled investment vehicles (other than investment companies)
Registration and firm details
Items 1, 2, 5- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2012 (13 years)
- Employees
- Total: 19. Performing investment advisory functions: 7.
- Wrap fee program participation
- No.
- Other offices (Schedule D, Section 1.F)
-
1 other office, as of the April 2026 filing
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $240,837,420 | 19 | March 26, 2026 |
| October 2025 | $250,660,127 | 18 | July 14, 2025 |
| October 2024 | $301,009,749 | 18 | May 7, 2024 |
| October 2023 | $329,757,364 | 15 | April 26, 2023 |
| October 2022 | $238,876,276 | 8 | March 31, 2022 |
| October 2021 | $215,509,949 | 7 | September 27, 2021 |
Regulatory assets under management: $215,509,949 in the October 2021 data and $240,837,420 in the October 2026 data, up 12%.
Total employees: 7 in October 2021 and 19 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- January 2026
- No longer registered or notice-filed in NC.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. PSC Capital Partners LLC (CRD 165620): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/psc-capital-partners-llc-minneapolis-mn-165620