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Speece Thorson Capital Group Inc

● SEC registered since 1992CRD 106052SEC# 801-39816Minnetonka, MN
Export (members)
Ranks #3,987 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$469M
Fund GAV
$126M
Private funds
1
Employees
4
Accounts
41
Location
Minnetonka, MN

Speece Thorson Capital Group Inc assets under management

Speece Thorson Capital Group Inc is an SEC-registered investment adviser based in Minnetonka, MN. The firm has been registered since 1992. It reports $469 million in regulatory assets under management and employs 4 people. Speece Thorson Capital Group Inc manages 1 private fund with combined gross assets of $126 million, including Speece Thorson Capital Group Value Fund, LLC. By regulatory assets, it ranks 3,987 of 6,004 private fund managers.

Speece Thorson Capital Group Inc private funds

1 funds · $126M GAV
FundTypeGross assetsMin.
Speece Thorson Capital Group Value Fund, LLCHedge$126M$1M

Speece Thorson Capital Group Inc owners & executives

5 reported
NameTitleOwnershipSince
Benjamin David Johnson ControlDirector, Shareholder10-25%2007
Fred Howard Speece ControlDirector, Shareholder25-50%1992
Jason William Roeske ControlChief Compliance OfficerUnder 5%2023
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Frequently asked questions

How much does Speece Thorson Capital Group Inc manage?

Speece Thorson Capital Group Inc reports $469 million in regulatory assets under management on its Form ADV.

How many private funds does Speece Thorson Capital Group Inc manage?

Speece Thorson Capital Group Inc manages 1 private funds with combined gross assets of $126 million.

How many employees does Speece Thorson Capital Group Inc have?

Speece Thorson Capital Group Inc reports 4 employees.

Where is Speece Thorson Capital Group Inc located?

Speece Thorson Capital Group Inc is based in Minnetonka, MN and has been SEC-registered since 1992.

Does Speece Thorson Capital Group Inc disclose fund performance?

Speece Thorson Capital Group Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address601 Carlson Parkway, Suite 850, Minnetonka, MN 55305-5231
Phone612-338-4649
Fax612-338-7451
Office hours8:00 a.m. - 5:00 p.m.
SEC regionChicago Regional Office (CHRO)
CIK900169
Discloses disciplinary historyNo

Regulatory AUM

$469M▼ 10%
Feb '25 — $522MMar '25 — $522MApr '25 — $522MMay '25 — $522MJun '25 — $522MJul '25 — $522MAug '25 — $522MSep '25 — $522MOct '25 — $522MNov '25 — $522MDec '25 — $522MJan '26 — $522MFeb '26 — $522MMar '26 — $469MApr '26 — $469MMay '26 — $469MJun '26 — $469M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
AUM vs fund managersTop 66%
Larger than 34% of 6,004 private-fund managers
Number of fundsTop 76%
More funds than 24% of fund managers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$469Mregulatory AUM
Discretionary $469M

Service providers