Custom Funds Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual clients, including high net worth individuals, managing roughly $22.3 million across 44 client relationships. The firm offers discretionary management through separately managed accounts and generally charges percentage-of-AUM fees for its services.
The firm's brochure describes active portfolio management and specifies the use of derivatives within its separately managed accounts as part of its investment strategies and methods of analysis. It also discloses that it may accept performance-based fee arrangements and addresses side-by-side management considerations in its disclosures.
What is notable for a firm of this size is the combination of performance-based fees and the use of derivatives in client SMAs — features that are uncommon among similarly supported advisers and that can increase complexity and conflict-of-interest considerations. The brochure includes related disclosures on performance-based compensation, risk factors, and managerial safeguards that clients should review when comparing this firm to peers.
Client services
Main office
Prior Lake MN
Advisors at this office
2
Most active in
Minnesota
Also doing business as
Custom Funds Management · Custom Funds Management LLC · Momsfunds · Stokman Capital Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Lee R
Series 65
Prior Lake, MN
Custom Funds Management LLC
Lee Redman is a financial advisor with Custom Funds Management LLC in Prior Lake, MN, holding a Series 65 credential and 12 years of industry experience. He has been with Custom Funds Management since 2010. Outside of his advisory role, he operates a retail distributorship of nutritional products and air/water filters under Redman International. Custom Funds Management LLC provides investment advisory and portfolio management services mainly to individual and high net worth clients, managing approximately $22.3 million. The firm employs active portfolio management with the use of derivatives in separately managed accounts and offers performance-based fee arrangements.
Henry S
Series 65
Prior Lake, MN
Custom Funds Management LLC
Henry Stokman is a financial advisor at Custom Funds Management LLC with five years of industry experience. He holds a Series 65 designation and has worked in roles at ECG Management Consultants, R1 RCM, Impact Advisors, and runs Stokman Capital Management. Outside of advisory work, he is a principal at ECG Management Consultants, a healthcare operations and strategy consulting firm. Custom Funds Management LLC provides investment advisory and portfolio management services primarily to individual and high net worth clients, managing about $22.3 million across 44 relationships. The firm uses active portfolio management strategies including derivatives within separately managed accounts and may offer performance-based fee arrangements.
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