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Private fund advisers in Wisconsin

7 advisers on the SEC Form ADV roster that report private funds under Item 7.B, largest private fund gross assets first. Each page carries the registration as filed, Item 11 disclosures, fund counts, and the Form D filing activity of the funds in AltStreet's ledger. The per-fund roster is in the terminal.

Trustage Investment Management

RIA

6 private funds, mostly private equity funds · Madison, WI · 2 Item 11 disclosures

$3.0B

Artisan Partners Limited Partnership

RIA

10 private funds, mostly hedge funds · Milwaukee, WI

$2.9B

Hammes Realty Advisors, LLC

RIA

5 private funds, mostly real estate funds · 3 Form D chains on the ledger · Milwaukee, WI

$2.2B

Mason Wells, INC.

RIA

4 private funds, mostly private equity funds · 2 Form D chains on the ledger · Milwaukee, WI

$1.4B

Skylands Capital, LLC

RIA

4 private funds, mostly hedge funds · 4 Form D chains on the ledger · Milwaukee, WI

$652.6M

Endowment Wealth Management, INC.

RIA

11 private funds, mostly venture capital funds · 11 Form D chains on the ledger · Appleton, WI

$93.5M

Racon Capital

ERA

3 private funds, mostly other private funds · 5 Form D chains on the ledger · Milwaukee, WI

$59.8M

Source: SEC Form ADV via IARD, latest monthly roster; Form D chains from AltStreet's EDGAR ledger joined through Schedule D 7.B.(1). Counts and totals only; nothing on this page is investment advice.