A complete list of active advisors currently associated with Custom Funds Management LLC

Warmer can help you find a great advisor at Custom Funds Management LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Custom Funds Management LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Lee Redman	Prior Lake, MN	12
Henry Stokman	Prior Lake, MN	5

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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