Sign in Sign up for free

Antrim Investment Advisors LLC (Bloomington)


Antrim Investment Advisors LLC is a large advisory firm based in Bloomington. It manages $38.52 million of regulatory assets for 75 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Minnesota.




Antrim Investment Advisors provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Antrim Investment Advisors: assets under management

The assets under management (AUM) of Antrim Investment Advisors LLC is $38.52 million. The firm's AUM has gone down by -35% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $37.74 million in discretionary accounts and $781.35 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $510 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $781.35 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Antrim Investment Advisors LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Moss & Barnett Majority equity owner 1 Nov 1997 75% - 100% 41-0943845
Paul Lauren Ratelle Shareholder 1 Dec 2002 Other 4641841
John Michael Ratelle Shareholder 1 Dec 2002 Other 4585265
Herman J Ratelle Officer & majority equity owner 1 Jan 2003 50% - 75% 4364771
Thomas Joseph Ratelle Shareholder 1 Jan 2003 Other 4585264

Based in Bloomington

The principal office where Antrim Investment Advisors LLC performs its advisory services is located at Minnesota Business Center, Suite 340, Bloomington, MN 55435, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 952-831-5800 or by fax 952-831-5817. The normal business hours are 9:00 a.-5:00 p.m. on Monday - Friday.


Registered investment advisers similar to Antrim Investment Advisors LLC