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Operose Advisors LLC

● SEC registered since 2020CRD 287465SEC# 801-118313Milwaukee, WI
Export (members)
Ranks #2,142 of 5,911 private fund managers by regulatory AUM.
Reg. AUM
$1.6B
Fund GAV
Private funds
1
Employees
15
Accounts
1,334
Location
Milwaukee, WI

Operose Advisors LLC assets under management

Operose Advisors LLC is an investment advisory firm registered with the SEC based in Milwaukee, WI. The firm has been registered since 2020. It reports $1.6 billion in regulatory assets under management and employs 15 people. Operose Advisors LLC manages 1 private fund, including Operose Capital Private Equity I LP, LLC. By regulatory assets, it ranks 2,142 of 5,911 private fund managers.

Operose Advisors LLC private funds

1 funds · — GAV
FundTypeGross assetsMin.
Operose Capital Private Equity I LP, LLCPrivate Equity$250K

Operose Advisors LLC owners & executives

6 reported
NameTitleOwnershipSince
Amanda Mary Nowaczynski ControlChief Operating Officer, PartnerUnder 5%2023
Beulah Holdings LLC ControlSole MemberOver 75%2017
Caroline Probst Jankowski ControlChief Compliance Officer, PartnerUnder 5%2019
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Frequently asked questions

How much does Operose Advisors LLC manage?

Operose Advisors LLC reports $1.6 billion in regulatory assets under management on its Form ADV.

How many private funds does Operose Advisors LLC manage?

Operose Advisors LLC manages 1 private funds with combined gross assets of undisclosed value.

How many employees does Operose Advisors LLC have?

Operose Advisors LLC reports 15 employees.

Where is Operose Advisors LLC located?

Operose Advisors LLC is based in Milwaukee, WI and has been SEC-registered since 2020.

Does Operose Advisors LLC disclose fund performance?

Operose Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address731 North Water Street, Suite 790, Milwaukee, WI 53202
Phone414-209-3280
Fax414-209-3299
Office hours8:00 - 5:00
SEC regionChicago Regional Office (CHRO)
CIK1909750
Discloses disciplinary historyNo

Assets under management

Discretionary$1.18B
Non-discretionary$412.7M
Total (RAUM)$1.6B

Service providers