| Total AUM | $81.7M |
| Discretionary | $81.7M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $81.7M |
| Employees | 3 |
| Peak AUM | $125.6MMar 2022 |
Total AUM
$82M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $82M | +9.5% | 9.8% | 5.6% | |
| Discretionary AUM | $82M | ||||
| Total AUM | $81.7M |
| Discretionary | $81.7M |
| Employees | 3 |
| Client Accounts | 1 |
Address
777 E. WISCONSIN AVENUE
MILWAUKEE WI 53202
Phone
414-765-3500
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$82M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +9.5% |
| 9.8% |
| 5.6% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $82M | +9.5% | 9.8% | 5.6% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $27M | +9.5% | 9.8% | 5.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $82M | +9.5% | 9.8% | 5.6% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |