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Adviser Profile

As of Date 05/11/2026
Registration SEC, Approved, 06/04/2010
Other registrations (1)
ADV Location MILWAUKEE, WI, United States
Contact Info 414 xxxxxxx
Websites
AUM* 746,529,233 2%
of that, discretionary 746,529,233 2%
Number of Employees 9 13%
of those in investment advisory functions 4
Private Fund GAV* 652,622,773 3%
Avg Account Size 49,768,616 2%
% High Net Worth 29.03% 9%
SMA’s Yes
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1B 889M 741M 592M 444M 296M 148M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary