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Dean Mitchell Dibias

Ptma Investment Advisors

St. Louis Park, MN

CRD 6347975

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Employer firm

Ptma Investment Advisors CRD 301973

$30.6B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Ptma Investment Advisors

2135 Citygate Lane 7Th Floor, Naperville, IL 60563 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2026-01-05
SD RA APPROVED 2019-06-06
  • MN RA
    APPROVED
    Since 2026-01-05
  • SD RA
    APPROVED
    Since 2019-06-06

Branch Locations

5353 Wayzata Blvd. Suite 606, St. Louis Park, MN 55416 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudent Man Advisors, Llc St. Louis Park MN 06/2014 Present
  • 06/2014 → Present
    Prudent Man Advisors, Llc
    St. Louis Park, MN
Previous Registrations
  • 2014-06-18 → 2019-05-31
    Prudent Man Advisors, Inc.
    St. Louis Park, MN
    St. Louis Park, MN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-06-18
  • S65 Uniform Investment Adviser Law Examination
    2014-06-18

View on SEC IAPD

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