| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 05/12/2025 |
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| ADV Location | BROOKFIELD, WI, United States |
| Contact Info | 262 xxxxxxx |
| Websites |
| AUM* | 143,562,286 |
| of that, discretionary | 143,562,286 100% |
| Number of Employees | 95 6% |
| of those in investment advisory functions | 29 -3% |
| Private Fund GAV* | 143,562,286 -2% |
| Avg Account Size | 71,781,143 |
| SMA’s | No |
| Private Funds | 1 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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