Adviser Profile

As of Date 09/04/2026
Registration SEC, Approved, 10/08/2013
ADV Location MILWAUKEE, WI, United States
Contact Info 414 xxxxxxx
Websites
AUM* 252,060,000 6%
of that, discretionary 252,060,000 6%
Number of Employees 14 40%
of those in investment advisory functions 2 -33%
Private Fund GAV* 228,461,000 -1%
Avg Account Size 84,020,000 6%
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm
- Related adviser

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

276M 236M 197M 158M 118M 79M 39M
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