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Poehling Capital Management, Inc.

● SEC registered since 2004CRD 131668SEC# 801-63189Madison, WI
Export (members)
Reg. AUM
$489.3M
Employees
5
Accounts
1,433
Location
Madison, WI

Poehling Capital Management, Inc. assets under management

Poehling Capital Management, Inc. is an SEC-registered investment adviser based in Madison, WI. The firm has been registered since 2004. It reports $489.3 million in regulatory assets under management and employs 5 people.
linkedin.com/company/poehling-capital-managementView on SEC.gov ↗

Poehling Capital Management, Inc. owners & executives

4 reported
NameTitleOwnershipSince
Frederick Benjamin Genz ControlDirector Of Financial Plans5-10%2020
Gery Joseph SadzewiczChief Compliance OfficerUnder 5%2011
Patrick William Poehling ControlVice President10-25%2004
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Frequently asked questions

How much does Poehling Capital Management, Inc. manage?

Poehling Capital Management, Inc. reports $489.3 million in regulatory assets under management on its Form ADV.

How many employees does Poehling Capital Management, Inc. have?

Poehling Capital Management, Inc. reports 5 employees.

Where is Poehling Capital Management, Inc. located?

Poehling Capital Management, Inc. is based in Madison, WI and has been SEC-registered since 2004.

Does Poehling Capital Management, Inc. disclose fund performance?

Poehling Capital Management, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address525 Junction Road, Suite 8900, Madison, WI 53717
Phone(608) 664-9600
Fax(608) 664-9601
Office hours8:00 a.m. To 4:30 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$489.3M
Non-discretionary$0
Total (RAUM)$489.3M