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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 8 -11.11%
of those in investment advisory functions 4 -20.00%
Registration Wisconsin, Terminated, 06/18/2010
Other registrations (1)
AUM* 724,444,365 8.67%
of that, discretionary 724,444,365 8.67%
Private Fund GAV* 633,793,441 1.87%
Avg Account Size 48,296,291 15.92%
% High Net Worth 26.67% -58.52%
SMA’s Yes
Private Funds 4
Contact Info 414 xxxxxxx
Websites

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
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count4 GAV$633,793,441

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Brochure Summary